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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 | $21,791 | $160,059-86.4% | $140,019-84.4% | $135,380-83.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.81% | 911.48%-921.3pp | 651.17%-661.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,626 | $7,641-39.5% | $6,927-33.2% | $5,609-17.5% |
| Admin fee / account holder | $3,268 | $13,328-75.5% | $10,705-69.5% | $10,828-69.8% |