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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 | $3,020 | $178,174-98.3% | $156,181-98.1% | $137,256-97.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | -11.34% | 84.19%-95.5pp | 64.87%-76.2pp | 220.34%-231.7pp |
| Employer contribution / active EE | $5,760 | $4,972+15.9% | $4,294+34.1% | $4,156+38.6% |
| Participant deferral / active EE | $25,823 | $6,888+274.9% | $6,132+321.1% | $6,407+303.1% |
| Admin fee / account holder | $33,301 | $17,404+91.3% | $14,586+128.3% | $12,270+171.4% |