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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 | $28,010 | $168,635-83.4% | $147,617-81.0% | $125,389-77.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.45% | 77.65%-83.1pp | 61.98%-67.4pp | 282.24%-287.7pp |
| Employer contribution / active EE | $1,448 | $6,252-76.8% | $5,564-74.0% | $4,866-70.2% |
| Participant deferral / active EE | $3,600 | $5,507-34.6% | $4,895-26.5% | $5,352-32.7% |
| Admin fee / account holder | $483 | $13,580-96.4% | $11,612-95.8% | $9,541-94.9% |