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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 | $23,727 | $168,635-85.9% | $147,617-83.9% | $125,389-81.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.72% | 77.65%-82.4pp | 61.98%-66.7pp | 282.24%-287.0pp |
| Employer contribution / active EE | $8,836 | $6,252+41.3% | $5,564+58.8% | $4,866+81.6% |
| Participant deferral / active EE | $7,901 | $5,507+43.5% | $4,895+61.4% | $5,352+47.6% |
| Admin fee / account holder | $527 | $13,580-96.1% | $11,612-95.5% | $9,541-94.5% |