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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 | $10,424 | $138,102-92.5% | $125,381-91.7% | $134,532-92.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.45% | 750.73%-774.2pp | 572.31%-595.8pp | 418.27%-441.7pp |
| Employer contribution / active EE | $10,336 | $5,245+97.1% | $4,815+114.7% | $4,741+118.0% |
| Participant deferral / active EE | $13,232 | $7,801+69.6% | $7,448+77.7% | $6,401+106.7% |
| Admin fee / account holder | $14,538 | $11,568+25.7% | $10,007+45.3% | $11,429+27.2% |