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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 | $15,654 | $162,136-90.3% | $152,301-89.7% | $154,746-89.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -9.23% | 91.02%-100.3pp | 80.50%-89.7pp | 172.34%-181.6pp |
| Employer contribution / active EE | $4,545 | $4,890-7.1% | $4,624-1.7% | $4,379+3.8% |
| Participant deferral / active EE | $11,611 | $8,341+39.2% | $8,004+45.1% | $6,730+72.5% |
| Admin fee / account holder | $2,204 | $15,759-86.0% | $14,398-84.7% | $14,365-84.7% |