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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,529 | $190,862-95.0% | $159,991-94.0% | $134,509-92.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.36% | 552.59%-577.9pp | 408.82%-434.2pp | 418.13%-443.5pp |
| Employer contribution / active EE | $3,963 | $4,995-20.7% | $4,225-6.2% | $4,741-16.4% |
| Participant deferral / active EE | $8,523 | $6,924+23.1% | $6,183+37.9% | $6,400+33.2% |
| Admin fee / account holder | $3,188 | $10,495-69.6% | $8,715-63.4% | $11,427-72.1% |