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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 | $29,964 | $197,603-84.8% | $177,827-83.2% | $158,950-81.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -12.90% | 58.76%-71.7pp | 48.32%-61.2pp | 302.91%-315.8pp |
| Employer contribution / active EE | $1,526 | $6,698-77.2% | $5,918-74.2% | $4,762-67.9% |
| Participant deferral / active EE | $6,500 | $8,404-22.7% | $7,713-15.7% | $5,983+8.6% |
| Admin fee / account holder | $54,066 | $15,402+251.0% | $12,429+335.0% | $11,248+380.7% |