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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 | $11,689 | $138,102-91.5% | $125,381-90.7% | $134,532-91.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -28.23% | 750.73%-779.0pp | 572.31%-600.5pp | 418.27%-446.5pp |
| Employer contribution / active EE | $1,902 | $5,245-63.7% | $4,815-60.5% | $4,741-59.9% |
| Participant deferral / active EE | $4,958 | $7,801-36.4% | $7,448-33.4% | $6,401-22.5% |
| Admin fee / account holder | $1,239 | $11,568-89.3% | $10,007-87.6% | $11,429-89.2% |