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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 | $27,915 | $160,059-82.6% | $140,019-80.1% | $135,380-79.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.97% | 911.48%-927.4pp | 651.17%-667.1pp | 519.81%-535.8pp |
| Employer contribution / active EE | $3,472 | $6,420-45.9% | $5,605-38.1% | $4,779-27.3% |
| Participant deferral / active EE | $11,221 | $7,641+46.9% | $6,927+62.0% | $5,609+100.0% |
| Admin fee / account holder | $331 | $13,328-97.5% | $10,705-96.9% | $10,828-96.9% |