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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 | $8,151 | $138,102-94.1% | $125,381-93.5% | $134,532-93.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -31.49% | 750.73%-782.2pp | 572.31%-603.8pp | 418.27%-449.8pp |
| Employer contribution / active EE | $2,505 | $5,245-52.3% | $4,815-48.0% | $4,741-47.2% |
| Participant deferral / active EE | $3,370 | $7,801-56.8% | $7,448-54.8% | $6,401-47.4% |
| Admin fee / account holder | $998 | $11,568-91.4% | $10,007-90.0% | $11,429-91.3% |