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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 | $17,639 | $138,072-87.2% | $123,549-85.7% | $135,382-87.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.37% | 153.69%-166.1pp | 119.20%-131.6pp | 519.77%-532.1pp |
| Employer contribution / active EE | $2,591 | $5,152-49.7% | $4,628-44.0% | $4,779-45.8% |
| Participant deferral / active EE | $6,424 | $6,799-5.5% | $6,4260% | $5,609+14.5% |
| Admin fee / account holder | $441 | $10,917-96.0% | $9,284-95.2% | $10,829-95.9% |