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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 | $19,073 | $157,296-87.9% | $141,191-86.5% | $152,897-87.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -13.65% | 64.34%-78.0pp | 71.41%-85.1pp | 345.43%-359.1pp |
| Employer contribution / active EE | $1,944 | $5,262-63.1% | $4,736-59.0% | $4,764-59.2% |
| Participant deferral / active EE | $3,773 | $7,111-46.9% | $6,710-43.8% | $5,851-35.5% |
| Admin fee / account holder | $5,753 | $12,125-52.6% | $10,264-44.0% | $11,599-50.4% |