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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 | $18,998 | $138,076-86.2% | $123,553-84.6% | $135,380-86.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.56% | 153.70%-167.3pp | 119.21%-132.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $923 | $5,152-82.1% | $4,628-80.1% | $4,779-80.7% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,337 | $10,917-87.8% | $9,284-85.6% | $10,828-87.7% |