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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 | $18,853 | $209,336-91.0% | $197,124-90.4% | $137,256-86.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -22.16% | 48.09%-70.2pp | 44.34%-66.5pp | 220.34%-242.5pp |
| Employer contribution / active EE | $5,330 | $6,591-19.1% | $6,227-14.4% | $4,156+28.2% |
| Participant deferral / active EE | $7,597 | $9,614-21.0% | $9,135-16.8% | $6,407+18.6% |
| Admin fee / account holder | $26,176 | $17,308+51.2% | $16,298+60.6% | $12,270+113.3% |