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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 | $29,394 | $160,059-81.6% | $140,019-79.0% | $135,379-78.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -21.68% | 911.44%-933.1pp | 651.15%-672.8pp | 519.79%-541.5pp |
| Employer contribution / active EE | $18,190 | $6,420+183.4% | $5,605+224.5% | $4,779+280.6% |
| Participant deferral / active EE | $18,209 | $7,641+138.3% | $6,927+162.9% | $5,609+224.6% |
| Admin fee / account holder | $2,094 | $13,328-84.3% | $10,705-80.4% | $10,828-80.7% |