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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 | $12,974 | $138,078-90.6% | $125,363-89.7% | $134,509-90.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.26% | 750.49%-771.7pp | 572.15%-593.4pp | 418.13%-439.4pp |
| Employer contribution / active EE | $3,593 | $5,245-31.5% | $4,815-25.4% | $4,741-24.2% |
| Participant deferral / active EE | $7,424 | $7,800-4.8% | $7,447-0.3% | $6,400+16.0% |
| Admin fee / account holder | $1,130 | $11,566-90.2% | $10,005-88.7% | $11,427-90.1% |