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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 | $13,515 | $63,346-78.7% | $92,240-85.3% | $70,126-80.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -10.63% | 530.19%-540.8pp | 176.29%-186.9pp | 73.15%-83.8pp |
| Employer contribution / active EE | $3,016 | $2,471+22.0% | $3,680-18.0% | $2,343+28.7% |
| Participant deferral / active EE | $1,795 | $2,854-37.1% | $3,897-53.9% | $3,332-46.1% |
| Admin fee / account holder | $997 | $3,841-74.0% | $5,194-80.8% | $4,645-78.5% |