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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 | $8,092 | $138,078-94.1% | $125,363-93.5% | $134,509-94.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -35.18% | 750.49%-785.7pp | 572.15%-607.3pp | 418.13%-453.3pp |
| Employer contribution / active EE | $3,020 | $5,245-42.4% | $4,815-37.3% | $4,741-36.3% |
| Participant deferral / active EE | $7,969 | $7,800+2.2% | $7,447+7.0% | $6,400+24.5% |
| Admin fee / account holder | $2,588 | $11,566-77.6% | $10,005-74.1% | $11,427-77.3% |