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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 | $24,602 | $168,635-85.4% | $147,617-83.3% | $125,389-80.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.76% | 77.65%-83.4pp | 61.98%-67.7pp | 282.24%-288.0pp |
| Employer contribution / active EE | $2,417 | $6,252-61.3% | $5,564-56.6% | $4,866-50.3% |
| Participant deferral / active EE | $8,606 | $5,507+56.3% | $4,895+75.8% | $5,352+60.8% |
| Admin fee / account holder | $2,142 | $13,580-84.2% | $11,612-81.6% | $9,541-77.5% |