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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 | $16,207 | $148,558-89.1% | $135,925-88.1% | $139,427-88.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -85.16% | 79.22%-164.4pp | 68.25%-153.4pp | 373.27%-458.4pp |
| Employer contribution / active EE | $1,685 | $5,244-67.9% | $4,857-65.3% | $4,752-64.5% |
| Participant deferral / active EE | $3,948 | $8,101-51.3% | $7,759-49.1% | $6,711-41.2% |
| Admin fee / account holder | $7,691 | $12,401-38.0% | $10,764-28.6% | $11,404-32.6% |