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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 | $13,349 | $138,102-90.3% | $125,381-89.4% | $134,532-90.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -56.39% | 750.73%-807.1pp | 572.31%-628.7pp | 418.27%-474.7pp |
| Employer contribution / active EE | $6,677 | $5,245+27.3% | $4,815+38.7% | $4,741+40.8% |
| Participant deferral / active EE | $3,814 | $7,801-51.1% | $7,448-48.8% | $6,401-40.4% |
| Admin fee / account holder | $2,005 | $11,568-82.7% | $10,007-80.0% | $11,429-82.5% |