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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 | $23,484 | $209,422-88.8% | $178,503-86.8% | $158,982-85.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -13.94% | 188.81%-202.7pp | 151.12%-165.1pp | 302.99%-316.9pp |
| Employer contribution / active EE | $2,371 | $5,707-58.5% | $5,011-52.7% | $4,763-50.2% |
| Participant deferral / active EE | $5,889 | $5,955-1.1% | $5,202+13.2% | $5,983-1.6% |
| Admin fee / account holder | $16,582 | $17,079-2.9% | $13,987+18.5% | $11,252+47.4% |