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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 | $10,828 | $172,111-93.7% | $150,298-92.8% | $137,256-92.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -5.45% | 69.37%-74.8pp | 62.79%-68.2pp | 220.34%-225.8pp |
| Employer contribution / active EE | $1,550 | $4,636-66.6% | $4,154-62.7% | $4,156-62.7% |
| Participant deferral / active EE | $9,156 | $6,166+48.5% | $5,453+67.9% | $6,407+42.9% |
| Admin fee / account holder | $1,678 | $16,471-89.8% | $14,116-88.1% | $12,270-86.3% |