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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 | $13,507 | $138,075-90.2% | $123,552-89.1% | $135,379-90.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.78% | 153.70%-166.5pp | 119.20%-132.0pp | 519.79%-532.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,657 | $6,800+71.4% | $6,426+81.4% | $5,609+107.8% |
| Admin fee / account holder | $426 | $10,917-96.1% | $9,285-95.4% | $10,828-96.1% |