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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 | $23,920 | $160,059-85.1% | $140,019-82.9% | $135,380-82.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.58% | 911.48%-921.1pp | 651.17%-660.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,239 | $6,420-65.1% | $5,605-60.1% | $4,779-53.1% |
| Participant deferral / active EE | $4,990 | $7,641-34.7% | $6,927-28.0% | $5,609-11.0% |
| Admin fee / account holder | $1,998 | $13,328-85.0% | $10,705-81.3% | $10,828-81.6% |