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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 | $12,054 | $138,072-91.3% | $123,549-90.2% | $135,382-91.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.33% | 153.69%-170.0pp | 119.20%-135.5pp | 519.77%-536.1pp |
| Employer contribution / active EE | $2,958 | $5,152-42.6% | $4,628-36.1% | $4,779-38.1% |
| Participant deferral / active EE | $8,179 | $6,799+20.3% | $6,426+27.3% | $5,609+45.8% |
| Admin fee / account holder | $356 | $10,917-96.7% | $9,284-96.2% | $10,829-96.7% |