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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 | $24,656 | $202,345-87.8% | $172,755-85.7% | $152,885-83.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -99.23% | 1029.77%-1129.0pp | 802.94%-902.2pp | 345.39%-444.6pp |
| Employer contribution / active EE | $18,323 | $5,858+212.8% | $5,144+256.2% | $4,763+284.7% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.8% | $5,851+8.2% |
| Admin fee / account holder | $1,510 | $17,111-91.2% | $13,955-89.2% | $11,598-87.0% |