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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 | $19,190 | $138,076-86.1% | $123,553-84.5% | $135,380-85.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.94% | 153.70%-164.6pp | 119.21%-130.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $1,689 | $5,152-67.2% | $4,628-63.5% | $4,779-64.7% |
| Participant deferral / active EE | $3,763 | $6,800-44.7% | $6,426-41.4% | $5,609-32.9% |
| Admin fee / account holder | $333 | $10,917-96.9% | $9,284-96.4% | $10,828-96.9% |