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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 | $24,874 | $234,190-89.4% | $180,320-86.2% | $198,609-87.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | -0.46% | 1057.44%-1057.9pp | 778.54%-779.0pp | 202.70%-203.2pp |
| Employer contribution / active EE | $1,889 | $5,258-64.1% | $4,108-54.0% | $5,055-62.6% |
| Participant deferral / active EE | $5,344 | $4,988+7.1% | $4,304+24.2% | $6,977-23.4% |
| Admin fee / account holder | $4,493 | $12,558-64.2% | $10,000-55.1% | $19,030-76.4% |