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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 | $7,733 | $180,466-95.7% | $154,114-95.0% | $135,382-94.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -20.92% | 888.15%-909.1pp | 735.16%-756.1pp | 519.77%-540.7pp |
| Employer contribution / active EE | $1,998 | $6,035-66.9% | $5,298-62.3% | $4,779-58.2% |
| Participant deferral / active EE | $3,563 | $5,806-38.6% | $5,081-29.9% | $5,609-36.5% |
| Admin fee / account holder | $1,648 | $16,144-89.8% | $13,411-87.7% | $10,829-84.8% |