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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 | $24,790 | $162,785-84.8% | $133,959-81.5% | $158,950-84.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -0.51% | 41.94%-42.5pp | 45.09%-45.6pp | 302.91%-303.4pp |
| Employer contribution / active EE | $1,250 | $4,975-74.9% | $3,919-68.1% | $4,762-73.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,166 | $11,738-56.0% | $8,928-42.1% | $11,248-54.1% |