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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 | $6,186 | $160,040-96.1% | $147,096-95.8% | $145,877-95.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -60.52% | 98.49%-159.0pp | 419.75%-480.3pp | 551.28%-611.8pp |
| Employer contribution / active EE | $2,818 | $5,289-46.7% | $4,936-42.9% | $4,663-39.6% |
| Participant deferral / active EE | $3,096 | $8,429-63.3% | $8,071-61.6% | $6,691-53.7% |
| Admin fee / account holder | $720 | $15,050-95.2% | $13,005-94.5% | $13,402-94.6% |