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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 | $5,715 | $138,078-95.9% | $125,363-95.4% | $134,509-95.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.59% | 750.49%-775.1pp | 572.15%-596.7pp | 418.13%-442.7pp |
| Employer contribution / active EE | $2,623 | $5,245-50.0% | $4,815-45.5% | $4,741-44.7% |
| Participant deferral / active EE | $4,775 | $7,800-38.8% | $7,447-35.9% | $6,400-25.4% |
| Admin fee / account holder | $1,062 | $11,566-90.8% | $10,005-89.4% | $11,427-90.7% |