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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 | $25,083 | $135,645-81.5% | $110,243-77.2% | $135,380-81.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.76% | 513.24%-523.0pp | 314.76%-324.5pp | 519.81%-529.6pp |
| Employer contribution / active EE | $7,142 | $4,907+45.6% | $3,827+86.6% | $4,779+49.4% |
| Participant deferral / active EE | $17,794 | $5,507+223.1% | $4,672+280.8% | $5,609+217.2% |
| Admin fee / account holder | $3,491 | $11,458-69.5% | $8,548-59.2% | $10,828-67.8% |