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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 | $15,550 | $168,636-90.8% | $147,618-89.5% | $125,388-87.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.67% | 77.65%-83.3pp | 61.98%-67.7pp | 282.24%-287.9pp |
| Employer contribution / active EE | $1,969 | $6,252-68.5% | $5,565-64.6% | $4,866-59.5% |
| Participant deferral / active EE | $1,969 | $5,507-64.2% | $4,895-59.8% | $5,352-63.2% |
| Admin fee / account holder | $458 | $13,580-96.6% | $11,612-96.1% | $9,541-95.2% |