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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 | $22,763 | $168,635-86.5% | $147,617-84.6% | $125,389-81.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.27% | 77.65%-81.9pp | 61.98%-66.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,634 | $6,252-73.9% | $5,564-70.6% | $4,866-66.4% |
| Participant deferral / active EE | $2,562 | $5,507-53.5% | $4,895-47.7% | $5,352-52.1% |
| Admin fee / account holder | $1,883 | $13,580-86.1% | $11,612-83.8% | $9,541-80.3% |