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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 | $19,640 | $165,361-88.1% | $149,715-86.9% | $158,950-87.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.83% | 348.24%-352.1pp | 276.66%-280.5pp | 302.91%-306.7pp |
| Employer contribution / active EE | $2,059 | $5,103-59.7% | $4,645-55.7% | $4,762-56.8% |
| Participant deferral / active EE | $6,123 | $7,182-14.7% | $6,842-10.5% | $5,983+2.3% |
| Admin fee / account holder | $466 | $10,808-95.7% | $9,310-95.0% | $11,248-95.9% |