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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 | $25,293 | $160,059-84.2% | $140,019-81.9% | $135,380-81.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.97% | 911.48%-927.5pp | 651.17%-667.1pp | 519.81%-535.8pp |
| Employer contribution / active EE | $1,814 | $6,420-71.7% | $5,605-67.6% | $4,779-62.0% |
| Participant deferral / active EE | $13,165 | $7,641+72.3% | $6,927+90.1% | $5,609+134.7% |
| Admin fee / account holder | $1,393 | $13,328-89.5% | $10,705-87.0% | $10,828-87.1% |