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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 | $14,703 | $138,076-89.4% | $123,553-88.1% | $135,380-89.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.06% | 153.70%-171.8pp | 119.21%-137.3pp | 519.81%-537.9pp |
| Employer contribution / active EE | $4,056 | $5,152-21.3% | $4,628-12.4% | $4,779-15.1% |
| Participant deferral / active EE | $7,935 | $6,800+16.7% | $6,426+23.5% | $5,609+41.5% |
| Admin fee / account holder | $1,553 | $10,917-85.8% | $9,284-83.3% | $10,828-85.7% |