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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 | $9,054 | $138,078-93.4% | $125,363-92.8% | $134,509-93.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -28.35% | 750.49%-778.8pp | 572.15%-600.5pp | 418.13%-446.5pp |
| Employer contribution / active EE | $2,172 | $5,245-58.6% | $4,815-54.9% | $4,741-54.2% |
| Participant deferral / active EE | $3,119 | $7,800-60.0% | $7,447-58.1% | $6,400-51.3% |
| Admin fee / account holder | $1,193 | $11,566-89.7% | $10,005-88.1% | $11,427-89.6% |