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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 | $23,816 | $180,459-86.8% | $154,108-84.5% | $135,380-82.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.84% | 888.21%-897.0pp | 735.21%-744.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,347 | $6,035-77.7% | $5,298-74.6% | $4,779-71.8% |
| Participant deferral / active EE | $2,853 | $5,806-50.9% | $5,081-43.9% | $5,609-49.1% |
| Admin fee / account holder | $346 | $16,145-97.9% | $13,411-97.4% | $10,828-96.8% |