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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 | $26,736 | $202,342-86.8% | $172,753-84.5% | $152,909-82.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -2.11% | 1029.88%-1032.0pp | 803.00%-805.1pp | 345.46%-347.6pp |
| Employer contribution / active EE | $1,573 | $5,857-73.1% | $5,144-69.4% | $4,764-67.0% |
| Participant deferral / active EE | $2,288 | $5,948-61.5% | $5,198-56.0% | $5,851-60.9% |
| Admin fee / account holder | $32,455 | $17,112+89.7% | $13,956+132.6% | $11,601+179.8% |