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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 | $10,034 | $138,102-92.7% | $125,381-92.0% | $134,532-92.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -22.03% | 750.73%-772.8pp | 572.31%-594.3pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,263 | $5,245-75.9% | $4,815-73.8% | $4,741-73.4% |
| Participant deferral / active EE | $5,158 | $7,801-33.9% | $7,448-30.7% | $6,401-19.4% |
| Admin fee / account holder | $354 | $11,568-96.9% | $10,007-96.5% | $11,429-96.9% |