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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 | $5,905 | $139,948-95.8% | $121,663-95.1% | $154,746-96.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | -2.31% | 230.52%-232.8pp | 147.54%-149.8pp | 172.34%-174.6pp |
| Employer contribution / active EE | $3,977 | $3,521+12.9% | $3,020+31.7% | $4,379-9.2% |
| Participant deferral / active EE | $13,200 | $5,629+134.5% | $4,887+170.1% | $6,730+96.1% |
| Admin fee / account holder | $26,000 | $17,321+50.1% | $14,289+82.0% | $14,365+81.0% |