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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 | $14,535 | $115,810-87.4% | $101,271-85.6% | $158,966-90.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -8.27% | 56.15%-64.4pp | 46.48%-54.8pp | 302.95%-311.2pp |
| Employer contribution / active EE | $11,157 | $4,175+167.2% | $3,660+204.8% | $4,762+134.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,931 | $7,248-73.4% | $5,948-67.5% | $11,250-82.8% |