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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 | $19,352 | $180,462-89.3% | $154,111-87.4% | $135,379-85.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -20.62% | 888.17%-908.8pp | 735.18%-755.8pp | 519.79%-540.4pp |
| Employer contribution / active EE | $7,646 | $6,036+26.7% | $5,298+44.3% | $4,779+60.0% |
| Participant deferral / active EE | $7,203 | $5,806+24.1% | $5,081+41.8% | $5,609+28.4% |
| Admin fee / account holder | $1,532 | $16,145-90.5% | $13,411-88.6% | $10,828-85.9% |