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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 | $22,982 | $227,291-89.9% | $214,702-89.3% | $155,188-85.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | -1.58% | 60.08%-61.7pp | 54.55%-56.1pp | 148.84%-150.4pp |
| Employer contribution / active EE | $8,213 | $6,772+21.3% | $6,461+27.1% | $4,248+93.3% |
| Participant deferral / active EE | $9,587 | $9,5820% | $9,147+4.8% | $6,531+46.8% |
| Admin fee / account holder | $379,959 | $20,413+1761.4% | $19,830+1816.1% | $14,480+2524.1% |