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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 | $10,838 | $168,635-93.6% | $147,617-92.7% | $125,389-91.4% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -5.28% | 77.65%-82.9pp | 61.98%-67.3pp | 282.24%-287.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,918 | $5,507-65.2% | $4,895-60.8% | $5,352-64.2% |
| Admin fee / account holder | $364 | $13,580-97.3% | $11,612-96.9% | $9,541-96.2% |