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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 | $12,247 | $159,978-92.3% | $147,041-91.7% | $145,978-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -16.21% | 98.36%-114.6pp | 419.21%-435.4pp | 550.52%-566.7pp |
| Employer contribution / active EE | $2,414 | $5,288-54.3% | $4,935-51.1% | $4,662-48.2% |
| Participant deferral / active EE | $6,840 | $8,429-18.9% | $8,071-15.3% | $6,690+2.2% |
| Admin fee / account holder | $2,511 | $15,053-83.3% | $13,006-80.7% | $13,400-81.3% |