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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 | $6,250 | $148,629-95.8% | $135,982-95.4% | $139,487-95.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | -102.65% | 79.33%-182.0pp | 68.32%-171.0pp | 373.84%-476.5pp |
| Employer contribution / active EE | $10,189 | $5,247+94.2% | $4,859+109.7% | $4,755+114.3% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $11,463 | $12,406-7.6% | $10,767+6.5% | $11,407+0.5% |