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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 | $2,814 | $182,442-98.5% | $163,379-98.3% | $138,895-98.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | -1.85% | 72.74%-74.6pp | 63.41%-65.3pp | 145.39%-147.2pp |
| Employer contribution / active EE | $827 | $4,159-80.1% | $3,752-78.0% | $4,194-80.3% |
| Participant deferral / active EE | $3,214 | $6,817-52.8% | $6,282-48.8% | $6,396-49.7% |
| Admin fee / account holder | $33,226 | $10,396+219.6% | $9,818+238.4% | $12,562+164.5% |