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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 | $21,976 | $165,381-86.7% | $149,730-85.3% | $158,966-86.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -63.98% | 348.29%-412.3pp | 276.70%-340.7pp | 302.95%-366.9pp |
| Employer contribution / active EE | $3,961 | $5,104-22.4% | $4,645-14.7% | $4,762-16.8% |
| Participant deferral / active EE | $12,901 | $7,182+79.6% | $6,843+88.5% | $5,983+115.6% |
| Admin fee / account holder | $11,592 | $10,809+7.2% | $9,310+24.5% | $11,250+3.0% |