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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 | $19,601 | $103,393-81.0% | $87,103-77.5% | $152,909-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -3.63% | 28.10%-31.7pp | 28.19%-31.8pp | 345.46%-349.1pp |
| Employer contribution / active EE | $2,520 | $3,221-21.8% | $2,521-0.1% | $4,764-47.1% |
| Participant deferral / active EE | $4,992 | $4,778+4.5% | $4,049+23.3% | $5,851-14.7% |
| Admin fee / account holder | $36,054 | $12,195+195.6% | $7,491+381.3% | $11,601+210.8% |