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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 | $11,266 | $138,078-91.8% | $125,363-91.0% | $134,509-91.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.82% | 750.49%-772.3pp | 572.15%-594.0pp | 418.13%-440.0pp |
| Employer contribution / active EE | $2,464 | $5,245-53.0% | $4,815-48.8% | $4,741-48.0% |
| Participant deferral / active EE | $3,836 | $7,800-50.8% | $7,447-48.5% | $6,400-40.1% |
| Admin fee / account holder | $2,456 | $11,566-78.8% | $10,005-75.5% | $11,427-78.5% |