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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 | $11,688 | $138,076-91.5% | $123,553-90.5% | $135,380-91.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.41% | 153.70%-163.1pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,238 | $5,152-56.6% | $4,628-51.6% | $4,779-53.2% |
| Participant deferral / active EE | $5,818 | $6,800-14.4% | $6,426-9.5% | $5,609+3.7% |
| Admin fee / account holder | $1,538 | $10,917-85.9% | $9,284-83.4% | $10,828-85.8% |