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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 | $16,386 | $178,174-90.8% | $156,181-89.5% | $137,256-88.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | -17.99% | 84.19%-102.2pp | 64.87%-82.9pp | 220.34%-238.3pp |
| Employer contribution / active EE | $3,085 | $4,972-37.9% | $4,294-28.1% | $4,156-25.8% |
| Participant deferral / active EE | $3,019 | $6,888-56.2% | $6,132-50.8% | $6,407-52.9% |
| Admin fee / account holder | $3,646 | $17,404-79.1% | $14,586-75.0% | $12,270-70.3% |