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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 | $13,921 | $160,059-91.3% | $140,019-90.1% | $135,379-89.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.42% | 911.44%-920.9pp | 651.15%-660.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,866 | $7,641+94.6% | $6,927+114.6% | $5,609+165.0% |
| Admin fee / account holder | $7,014 | $13,328-47.4% | $10,705-34.5% | $10,828-35.2% |