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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 | $20,606 | $165,399-87.5% | $149,745-86.2% | $158,982-87.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.51% | 348.34%-348.8pp | 276.72%-277.2pp | 302.99%-303.5pp |
| Employer contribution / active EE | $1,894 | $5,105-62.9% | $4,646-59.2% | $4,763-60.2% |
| Participant deferral / active EE | $5,391 | $7,183-24.9% | $6,843-21.2% | $5,983-9.9% |
| Admin fee / account holder | $43,016 | $10,811+297.9% | $9,312+362.0% | $11,252+282.3% |