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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 | $3,746 | $160,028-97.7% | $147,080-97.5% | $145,884-97.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -6.80% | 98.60%-105.4pp | 420.17%-427.0pp | 551.85%-558.7pp |
| Employer contribution / active EE | $3,420 | $5,286-35.3% | $4,933-30.7% | $4,662-26.7% |
| Participant deferral / active EE | $3,420 | $8,422-59.4% | $8,066-57.6% | $6,690-48.9% |
| Admin fee / account holder | $5,188 | $15,030-65.5% | $12,989-60.1% | $13,392-61.3% |