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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 | $2,955 | $160,040-98.2% | $147,096-98.0% | $145,877-98.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -28.98% | 98.49%-127.5pp | 419.75%-448.7pp | 551.28%-580.3pp |
| Employer contribution / active EE | $4,369 | $5,289-17.4% | $4,936-11.5% | $4,663-6.3% |
| Participant deferral / active EE | $10,343 | $8,429+22.7% | $8,071+28.1% | $6,691+54.6% |
| Admin fee / account holder | $13,644 | $15,050-9.3% | $13,005+4.9% | $13,402+1.8% |