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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 | $18,768 | $166,089-88.7% | $164,928-88.6% | $145,978-87.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -1.55% | 100.26%-101.8pp | 70.08%-71.6pp | 550.52%-552.1pp |
| Employer contribution / active EE | $1,479 | $5,276-72.0% | $4,343-66.0% | $4,662-68.3% |
| Participant deferral / active EE | $5,159 | $6,961-25.9% | $6,034-14.5% | $6,690-22.9% |
| Admin fee / account holder | $1,678 | $16,641-89.9% | $12,684-86.8% | $13,400-87.5% |