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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 | $14,387 | $755,339-98.1% | $379,746-96.2% | $158,982-91.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | -22.94% | 53.41%-76.3pp | 34.90%-57.8pp | 302.99%-325.9pp |
| Employer contribution / active EE | $11,382 | $4,685+142.9% | $3,540+221.5% | $4,763+139.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,283 | $14,482-91.1% | $7,927-83.8% | $11,252-88.6% |