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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 | $12,704 | $168,636-92.5% | $147,618-91.4% | $125,388-89.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.87% | 77.65%-86.5pp | 61.98%-70.8pp | 282.24%-291.1pp |
| Employer contribution / active EE | $1,996 | $6,252-68.1% | $5,565-64.1% | $4,866-59.0% |
| Participant deferral / active EE | $6,846 | $5,507+24.3% | $4,895+39.9% | $5,352+27.9% |
| Admin fee / account holder | $558 | $13,580-95.9% | $11,612-95.2% | $9,541-94.2% |