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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 | $18,456 | $226,135-91.8% | $182,558-89.9% | $152,909-87.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -5.07% | 192.60%-197.7pp | 148.59%-153.7pp | 345.46%-350.5pp |
| Employer contribution / active EE | $1,773 | $4,979-64.4% | $4,076-56.5% | $4,764-62.8% |
| Participant deferral / active EE | $1,372 | $6,371-78.5% | $5,526-75.2% | $5,851-76.6% |
| Admin fee / account holder | $2,336 | $10,707-78.2% | $8,594-72.8% | $11,601-79.9% |