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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 | $18,021 | $209,425-91.4% | $178,499-89.9% | $158,966-88.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.49% | 188.80%-189.3pp | 151.10%-151.6pp | 302.95%-303.4pp |
| Employer contribution / active EE | $2,902 | $5,707-49.1% | $5,011-42.1% | $4,762-39.1% |
| Participant deferral / active EE | $3,967 | $5,955-33.4% | $5,202-23.7% | $5,983-33.7% |
| Admin fee / account holder | $17,150 | $17,078+0.4% | $13,986+22.6% | $11,250+52.4% |