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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 | $6,723 | $138,114-95.1% | $125,391-94.6% | $134,545-95.0% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -43.55% | 750.88%-794.4pp | 572.41%-616.0pp | 418.37%-461.9pp |
| Employer contribution / active EE | $2,006 | $5,246-61.8% | $4,816-58.3% | $4,742-57.7% |
| Participant deferral / active EE | $5,292 | $7,801-32.2% | $7,448-28.9% | $6,401-17.3% |
| Admin fee / account holder | $711 | $11,570-93.9% | $10,009-92.9% | $11,431-93.8% |