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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 | $19,737 | $228,395-91.4% | $185,861-89.4% | $158,982-87.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -6.20% | 40.82%-47.0pp | 35.96%-42.2pp | 302.99%-309.2pp |
| Employer contribution / active EE | $1,671 | $4,968-66.4% | $4,088-59.1% | $4,763-64.9% |
| Participant deferral / active EE | $1,300 | $6,417-79.7% | $5,634-76.9% | $5,983-78.3% |
| Admin fee / account holder | $666 | $11,869-94.4% | $9,503-93.0% | $11,252-94.1% |