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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 | $20,411 | $162,785-87.5% | $133,959-84.8% | $158,950-87.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -6.62% | 41.94%-48.6pp | 45.09%-51.7pp | 302.91%-309.5pp |
| Employer contribution / active EE | $5,685 | $4,975+14.3% | $3,919+45.1% | $4,762+19.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $504 | $11,738-95.7% | $8,928-94.4% | $11,248-95.5% |