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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 | $21,577 | $162,812-86.7% | $133,971-83.9% | $158,966-86.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.99% | 41.94%-43.9pp | 45.09%-47.1pp | 302.95%-304.9pp |
| Employer contribution / active EE | $1,316 | $4,976-73.6% | $3,919-66.4% | $4,762-72.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,983 | $11,741+36.1% | $8,929+79.0% | $11,250+42.1% |