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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 | $12,629 | $159,978-92.1% | $147,041-91.4% | $145,978-91.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | -7.38% | 98.36%-105.7pp | 419.21%-426.6pp | 550.52%-557.9pp |
| Employer contribution / active EE | $2,167 | $5,288-59.0% | $4,935-56.1% | $4,662-53.5% |
| Participant deferral / active EE | $4,733 | $8,429-43.8% | $8,071-41.4% | $6,690-29.3% |
| Admin fee / account holder | $6,103 | $15,053-59.5% | $13,006-53.1% | $13,400-54.5% |