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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 | $223,823-90.7% | $211,142-90.1% | $154,746-86.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | -6.75% | 50.39%-57.1pp | 46.84%-53.6pp | 172.34%-179.1pp |
| Employer contribution / active EE | $2,500 | $6,787-63.2% | $6,442-61.2% | $4,379-42.9% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,915 | $19,707-90.3% | $19,076-90.0% | $14,365-86.7% |