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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 | $10,857 | $183,539-94.1% | $155,556-93.0% | $145,897-92.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -6.87% | 61.31%-68.2pp | 64.84%-71.7pp | 552.29%-559.2pp |
| Employer contribution / active EE | $3,858 | $5,315-27.4% | $4,675-17.5% | $4,663-17.3% |
| Participant deferral / active EE | $4,386 | $6,467-32.2% | $5,631-22.1% | $6,689-34.4% |
| Admin fee / account holder | $1,227 | $19,275-93.6% | $15,885-92.3% | $13,390-90.8% |