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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 | $20,597 | $171,867-88.0% | $149,721-86.2% | $147,586-86.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -10.95% | 2113.36%-2124.3pp | 1501.67%-1512.6pp | 578.59%-589.5pp |
| Employer contribution / active EE | $4,100 | $6,275-34.7% | $5,444-24.7% | $4,876-15.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,453 | $13,799-89.5% | $11,282-87.1% | $10,886-86.7% |