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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 | $165,361-90.4% | $149,715-89.3% | $158,950-90.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -13.15% | 348.24%-361.4pp | 276.66%-289.8pp | 302.91%-316.1pp |
| Employer contribution / active EE | $2,649 | $5,103-48.1% | $4,645-43.0% | $4,762-44.4% |
| Participant deferral / active EE | $3,384 | $7,182-52.9% | $6,842-50.5% | $5,983-43.4% |
| Admin fee / account holder | $2,634 | $10,808-75.6% | $9,310-71.7% | $11,248-76.6% |