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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 | $12,021 | $112,915-89.4% | $90,965-86.8% | $158,950-92.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -21.57% | 215.75%-237.3pp | 134.57%-156.1pp | 302.91%-324.5pp |
| Employer contribution / active EE | $963 | $2,894-66.7% | $2,122-54.6% | $4,762-79.8% |
| Participant deferral / active EE | $1,421 | $4,128-65.6% | $3,373-57.9% | $5,983-76.2% |
| Admin fee / account holder | $2,087 | $8,044-74.1% | $5,960-65.0% | $11,248-81.4% |