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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 | $5,500 | $138,078-96.0% | $125,363-95.6% | $134,509-95.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -31.19% | 750.49%-781.7pp | 572.15%-603.3pp | 418.13%-449.3pp |
| Employer contribution / active EE | $3,385 | $5,245-35.5% | $4,815-29.7% | $4,741-28.6% |
| Participant deferral / active EE | $4,930 | $7,800-36.8% | $7,447-33.8% | $6,400-23.0% |
| Admin fee / account holder | $1,038 | $11,566-91.0% | $10,005-89.6% | $11,427-90.9% |