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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 | $19,457 | $138,072-85.9% | $123,549-84.3% | $135,382-85.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -25.15% | 153.69%-178.8pp | 119.20%-144.3pp | 519.77%-544.9pp |
| Employer contribution / active EE | $4,794 | $5,152-7.0% | $4,628+3.6% | $4,779+0.3% |
| Participant deferral / active EE | $7,613 | $6,799+12.0% | $6,426+18.5% | $5,609+35.7% |
| Admin fee / account holder | $845 | $10,917-92.3% | $9,284-90.9% | $10,829-92.2% |