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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 | $16,031 | $197,819-91.9% | $155,789-89.7% | $125,389-87.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -6.44% | 86.73%-93.2pp | 71.54%-78.0pp | 282.24%-288.7pp |
| Employer contribution / active EE | $1,050 | $4,850-78.3% | $3,839-72.6% | $4,866-78.4% |
| Participant deferral / active EE | $2,112 | $5,631-62.5% | $4,798-56.0% | $5,352-60.5% |
| Admin fee / account holder | $19,903 | $9,544+108.5% | $7,477+166.2% | $9,541+108.6% |