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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 | $20,889 | $209,336-90.0% | $197,124-89.4% | $137,256-84.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -6.75% | 48.09%-54.8pp | 44.34%-51.1pp | 220.34%-227.1pp |
| Employer contribution / active EE | $2,500 | $6,591-62.1% | $6,227-59.9% | $4,156-39.8% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,915 | $17,308-88.9% | $16,298-88.2% | $12,270-84.4% |