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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 | $27,866 | $183,988-84.9% | $162,177-82.8% | $152,897-81.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -46.61% | 150.79%-197.4pp | 115.60%-162.2pp | 345.43%-392.0pp |
| Employer contribution / active EE | $2,658 | $6,370-58.3% | $5,613-52.7% | $4,764-44.2% |
| Participant deferral / active EE | $12,000 | $8,032+49.4% | $7,297+64.5% | $5,851+105.1% |
| Admin fee / account holder | $7,867 | $13,123-40.1% | $10,843-27.5% | $11,599-32.2% |