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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 | $10,293 | $138,102-92.5% | $125,381-91.8% | $134,532-92.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.75% | 750.73%-771.5pp | 572.31%-593.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,274 | $5,245-56.6% | $4,815-52.8% | $4,741-52.0% |
| Participant deferral / active EE | $7,061 | $7,801-9.5% | $7,448-5.2% | $6,401+10.3% |
| Admin fee / account holder | $1,886 | $11,568-83.7% | $10,007-81.2% | $11,429-83.5% |