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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 | $27,554 | $160,059-82.8% | $140,019-80.3% | $135,379-79.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.88% | 911.44%-925.3pp | 651.15%-665.0pp | 519.79%-533.7pp |
| Employer contribution / active EE | $2,411 | $6,420-62.4% | $5,605-57.0% | $4,779-49.5% |
| Participant deferral / active EE | $3,756 | $7,641-50.8% | $6,927-45.8% | $5,609-33.0% |
| Admin fee / account holder | $2,171 | $13,328-83.7% | $10,705-79.7% | $10,828-79.9% |