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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 | $11,089 | $138,072-92.0% | $123,549-91.0% | $135,382-91.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.36% | 153.69%-166.1pp | 119.20%-131.6pp | 519.77%-532.1pp |
| Employer contribution / active EE | $2,185 | $5,152-57.6% | $4,628-52.8% | $4,779-54.3% |
| Participant deferral / active EE | $4,350 | $6,799-36.0% | $6,426-32.3% | $5,609-22.4% |
| Admin fee / account holder | $1,173 | $10,917-89.3% | $9,284-87.4% | $10,829-89.2% |