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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 | $9,973 | $190,879-94.8% | $160,009-93.8% | $134,532-92.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.93% | 552.63%-573.6pp | 408.85%-429.8pp | 418.27%-439.2pp |
| Employer contribution / active EE | $9,487 | $4,995+89.9% | $4,225+124.5% | $4,741+100.1% |
| Participant deferral / active EE | $4,120 | $6,924-40.5% | $6,183-33.4% | $6,401-35.6% |
| Admin fee / account holder | $1,806 | $10,495-82.8% | $8,715-79.3% | $11,429-84.2% |