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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 | $15,947 | $165,399-90.4% | $149,745-89.4% | $158,982-90.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -13.15% | 348.34%-361.5pp | 276.72%-289.9pp | 302.99%-316.1pp |
| Employer contribution / active EE | $2,649 | $5,105-48.1% | $4,646-43.0% | $4,763-44.4% |
| Participant deferral / active EE | $3,384 | $7,183-52.9% | $6,843-50.6% | $5,983-43.4% |
| Admin fee / account holder | $2,634 | $10,811-75.6% | $9,312-71.7% | $11,252-76.6% |