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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 | $18,289 | $209,422-91.3% | $178,503-89.8% | $158,982-88.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -4.11% | 188.81%-192.9pp | 151.12%-155.2pp | 302.99%-307.1pp |
| Employer contribution / active EE | $1,208 | $5,707-78.8% | $5,011-75.9% | $4,763-74.6% |
| Participant deferral / active EE | $3,117 | $5,955-47.7% | $5,202-40.1% | $5,983-47.9% |
| Admin fee / account holder | $21,215 | $17,079+24.2% | $13,987+51.7% | $11,252+88.6% |