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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 | $15,607 | $168,636-90.7% | $147,618-89.4% | $125,388-87.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.11% | 77.65%-84.8pp | 61.98%-69.1pp | 282.24%-289.4pp |
| Employer contribution / active EE | $6,369 | $6,252+1.9% | $5,565+14.5% | $4,866+30.9% |
| Participant deferral / active EE | $2,747 | $5,507-50.1% | $4,895-43.9% | $5,352-48.7% |
| Admin fee / account holder | $612 | $13,580-95.5% | $11,612-94.7% | $9,541-93.6% |