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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 | $28,197 | $209,422-86.5% | $178,503-84.2% | $158,982-82.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.57% | 188.81%-189.4pp | 151.12%-151.7pp | 302.99%-303.6pp |
| Employer contribution / active EE | $1,193 | $5,707-79.1% | $5,011-76.2% | $4,763-74.9% |
| Participant deferral / active EE | $5,862 | $5,955-1.6% | $5,202+12.7% | $5,983-2.0% |
| Admin fee / account holder | $2,956 | $17,079-82.7% | $13,987-78.9% | $11,252-73.7% |