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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 | $13,991 | $95,975-85.4% | $74,549-81.2% | $135,379-89.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -16.08% | 56.96%-73.0pp | 32.53%-48.6pp | 519.79%-535.9pp |
| Employer contribution / active EE | $3,588 | $2,716+32.1% | $1,961+83.0% | $4,779-24.9% |
| Participant deferral / active EE | $7,641 | $3,844+98.8% | $3,108+145.8% | $5,609+36.2% |
| Admin fee / account holder | $542 | $6,522-91.7% | $5,059-89.3% | $10,828-95.0% |