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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 | $19,118 | $135,645-85.9% | $110,243-82.7% | $135,380-85.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.64% | 513.24%-522.9pp | 314.76%-324.4pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,280 | $4,907-53.5% | $3,827-40.4% | $4,779-52.3% |
| Participant deferral / active EE | $7,828 | $5,507+42.1% | $4,672+67.5% | $5,609+39.6% |
| Admin fee / account holder | $519 | $11,458-95.5% | $8,548-93.9% | $10,828-95.2% |