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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 | $24,252 | $135,645-82.1% | $110,243-78.0% | $135,380-82.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -15.02% | 513.24%-528.3pp | 314.76%-329.8pp | 519.81%-534.8pp |
| Employer contribution / active EE | $4,629 | $4,907-5.7% | $3,827+21.0% | $4,779-3.1% |
| Participant deferral / active EE | $10,119 | $5,507+83.7% | $4,672+116.6% | $5,609+80.4% |
| Admin fee / account holder | $2,065 | $11,458-82.0% | $8,548-75.8% | $10,828-80.9% |