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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 | $9,912 | $138,114-92.8% | $125,391-92.1% | $134,545-92.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.36% | 750.88%-784.2pp | 572.41%-605.8pp | 418.37%-451.7pp |
| Employer contribution / active EE | $1,865 | $5,246-64.4% | $4,816-61.3% | $4,742-60.7% |
| Participant deferral / active EE | $8,236 | $7,801+5.6% | $7,448+10.6% | $6,401+28.7% |
| Admin fee / account holder | $308 | $11,570-97.3% | $10,009-96.9% | $11,431-97.3% |