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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 | $12,600 | $183,592-93.1% | $155,574-91.9% | $145,877-91.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -15.68% | 61.37%-77.1pp | 64.87%-80.5pp | 551.28%-567.0pp |
| Employer contribution / active EE | $1,571 | $5,317-70.5% | $4,676-66.4% | $4,663-66.3% |
| Participant deferral / active EE | $2,925 | $6,466-54.8% | $5,629-48.0% | $6,691-56.3% |
| Admin fee / account holder | $5,180 | $19,316-73.2% | $15,914-67.5% | $13,402-61.4% |