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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 | $15,758 | $168,636-90.7% | $147,617-89.3% | $125,393-87.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.33% | 77.65%-85.0pp | 61.98%-69.3pp | 282.23%-289.6pp |
| Employer contribution / active EE | $1,853 | $6,252-70.4% | $5,565-66.7% | $4,866-61.9% |
| Participant deferral / active EE | $3,250 | $5,507-41.0% | $4,895-33.6% | $5,351-39.3% |
| Admin fee / account holder | $1,629 | $13,580-88.0% | $11,611-86.0% | $9,541-82.9% |