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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 | $14,130 | $138,102-89.8% | $125,381-88.7% | $134,532-89.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.08% | 750.73%-776.8pp | 572.31%-598.4pp | 418.27%-444.3pp |
| Employer contribution / active EE | $3,176 | $5,245-39.5% | $4,815-34.1% | $4,741-33.0% |
| Participant deferral / active EE | $11,370 | $7,801+45.8% | $7,448+52.7% | $6,401+77.6% |
| Admin fee / account holder | $1,164 | $11,568-89.9% | $10,007-88.4% | $11,429-89.8% |