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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 | $6,636 | $190,862-96.5% | $159,991-95.9% | $134,509-95.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.53% | 552.59%-574.1pp | 408.82%-430.4pp | 418.13%-439.7pp |
| Employer contribution / active EE | $3,161 | $4,995-36.7% | $4,225-25.2% | $4,741-33.3% |
| Participant deferral / active EE | $3,709 | $6,924-46.4% | $6,183-40.0% | $6,400-42.1% |
| Admin fee / account holder | $1,596 | $10,495-84.8% | $8,715-81.7% | $11,427-86.0% |