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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 | $27,091 | $209,422-87.1% | $178,503-84.8% | $158,982-83.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.51% | 188.81%-189.3pp | 151.12%-151.6pp | 302.99%-303.5pp |
| Employer contribution / active EE | $1,870 | $5,707-67.2% | $5,011-62.7% | $4,763-60.7% |
| Participant deferral / active EE | $2,779 | $5,955-53.3% | $5,202-46.6% | $5,983-53.6% |
| Admin fee / account holder | $389,959 | $17,079+2183.3% | $13,987+2688.0% | $11,252+3365.8% |