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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 | $8,616 | $176,402-95.1% | $134,162-93.6% | $158,982-94.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -2.61% | 63.66%-66.3pp | 36.35%-39.0pp | 302.99%-305.6pp |
| Employer contribution / active EE | $3,332 | $5,042-33.9% | $3,705-10.1% | $4,763-30.0% |
| Participant deferral / active EE | $1,879 | $4,093-54.1% | $3,500-46.3% | $5,983-68.6% |
| Admin fee / account holder | $15,161 | $8,719+73.9% | $6,685+126.8% | $11,252+34.7% |