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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 | $12,557 | $138,076-90.9% | $123,553-89.8% | $135,380-90.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -26.14% | 153.70%-179.8pp | 119.21%-145.3pp | 519.81%-545.9pp |
| Employer contribution / active EE | $2,811 | $5,152-45.4% | $4,628-39.3% | $4,779-41.2% |
| Participant deferral / active EE | $6,995 | $6,800+2.9% | $6,426+8.9% | $5,609+24.7% |
| Admin fee / account holder | $559 | $10,917-94.9% | $9,284-94.0% | $10,828-94.8% |