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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 | $12,487 | $168,635-92.6% | $147,617-91.5% | $125,389-90.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.42% | 77.65%-86.1pp | 61.98%-70.4pp | 282.24%-290.7pp |
| Employer contribution / active EE | $2,630 | $6,252-57.9% | $5,564-52.7% | $4,866-45.9% |
| Participant deferral / active EE | $2,774 | $5,507-49.6% | $4,895-43.3% | $5,352-48.2% |
| Admin fee / account holder | $2,286 | $13,580-83.2% | $11,612-80.3% | $9,541-76.0% |