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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 | $18,411 | $180,459-89.8% | $154,108-88.1% | $135,380-86.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.37% | 888.21%-899.6pp | 735.21%-746.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $5,232 | $6,035-13.3% | $5,298-1.2% | $4,779+9.5% |
| Participant deferral / active EE | $3,818 | $5,806-34.3% | $5,081-24.9% | $5,609-31.9% |
| Admin fee / account holder | $4,107 | $16,145-74.6% | $13,411-69.4% | $10,828-62.1% |