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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 | $21,497 | $167,504-87.2% | $151,628-85.8% | $134,509-84.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -52.00% | 7.81%-59.8pp | 3.34%-55.3pp | 418.13%-470.1pp |
| Employer contribution / active EE | $22,705 | $6,828+232.5% | $6,165+268.3% | $4,741+379.0% |
| Participant deferral / active EE | $15,514 | $8,985+72.7% | $8,363+85.5% | $6,400+142.4% |
| Admin fee / account holder | $19,093 | $13,779+38.6% | $11,613+64.4% | $11,427+67.1% |