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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 | $20,527 | $160,059-87.2% | $140,019-85.3% | $135,380-84.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -32.21% | 911.48%-943.7pp | 651.17%-683.4pp | 519.81%-552.0pp |
| Employer contribution / active EE | $3,759 | $6,420-41.5% | $5,605-32.9% | $4,779-21.4% |
| Participant deferral / active EE | $19,251 | $7,641+151.9% | $6,927+177.9% | $5,609+243.2% |
| Admin fee / account holder | $643 | $13,328-95.2% | $10,705-94.0% | $10,828-94.1% |