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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 | $16,242 | $217,432-92.5% | $185,849-91.3% | $167,536-90.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -7.01% | 148.42%-155.4pp | 122.10%-129.1pp | 478.82%-485.8pp |
| Employer contribution / active EE | $2,500 | $5,875-57.4% | $5,169-51.6% | $4,839-48.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $551 | $19,818-97.2% | $16,244-96.6% | $12,315-95.5% |