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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 | $27,112 | $209,874-87.1% | $189,537-85.7% | $167,536-83.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -6.76% | 748.61%-755.4pp | 555.34%-562.1pp | 478.82%-485.6pp |
| Employer contribution / active EE | $3,432 | $6,913-50.4% | $6,161-44.3% | $4,839-29.1% |
| Participant deferral / active EE | $5,539 | $8,934-38.0% | $8,220-32.6% | $6,342-12.7% |
| Admin fee / account holder | $26,948 | $14,299+88.5% | $12,048+123.7% | $12,315+118.8% |