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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 | $10,516 | $138,078-92.4% | $125,363-91.6% | $134,509-92.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -34.26% | 750.49%-784.8pp | 572.15%-606.4pp | 418.13%-452.4pp |
| Employer contribution / active EE | $2,510 | $5,245-52.2% | $4,815-47.9% | $4,741-47.1% |
| Participant deferral / active EE | $5,115 | $7,800-34.4% | $7,447-31.3% | $6,400-20.1% |
| Admin fee / account holder | $771 | $11,566-93.3% | $10,005-92.3% | $11,427-93.3% |