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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 | $6,204 | $172,111-96.4% | $150,298-95.9% | $137,256-95.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -1.86% | 69.37%-71.2pp | 62.79%-64.6pp | 220.34%-222.2pp |
| Employer contribution / active EE | $3,123 | $4,636-32.6% | $4,154-24.8% | $4,156-24.9% |
| Participant deferral / active EE | $10,789 | $6,166+75.0% | $5,453+97.9% | $6,407+68.4% |
| Admin fee / account holder | $89,120 | $16,471+441.1% | $14,116+531.4% | $12,270+626.3% |