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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 | $13,333 | $159,934-91.7% | $147,005-90.9% | $145,959-90.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | -6.12% | 98.24%-104.4pp | 418.76%-424.9pp | 561.95%-568.1pp |
| Employer contribution / active EE | $6,348 | $5,287+20.1% | $4,934+28.7% | $4,661+36.2% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,288 | $15,053-91.4% | $13,006-90.1% | $13,398-90.4% |