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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 | $20,424 | $168,635-87.9% | $147,617-86.2% | $125,389-83.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.17% | 77.65%-82.8pp | 61.98%-67.2pp | 282.24%-287.4pp |
| Employer contribution / active EE | $3,647 | $6,252-41.7% | $5,564-34.5% | $4,866-25.1% |
| Participant deferral / active EE | $3,775 | $5,507-31.4% | $4,895-22.9% | $5,352-29.5% |
| Admin fee / account holder | $1,276 | $13,580-90.6% | $11,612-89.0% | $9,541-86.6% |