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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 | $23,879 | $196,972-87.9% | $182,262-86.9% | $198,609-88.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -35.55% | 158.27%-193.8pp | 140.60%-176.2pp | 202.70%-238.3pp |
| Employer contribution / active EE | $2,176 | $5,364-59.4% | $5,046-56.9% | $5,055-57.0% |
| Participant deferral / active EE | $5,246 | $8,643-39.3% | $8,276-36.6% | $6,977-24.8% |
| Admin fee / account holder | $22,174 | $18,429+20.3% | $16,712+32.7% | $19,030+16.5% |