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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 | $16,614 | $160,059-89.6% | $140,019-88.1% | $135,379-87.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -21.95% | 911.44%-933.4pp | 651.15%-673.1pp | 519.79%-541.7pp |
| Employer contribution / active EE | $3,955 | $6,420-38.4% | $5,605-29.4% | $4,779-17.2% |
| Participant deferral / active EE | $8,038 | $7,641+5.2% | $6,927+16.0% | $5,609+43.3% |
| Admin fee / account holder | $707 | $13,328-94.7% | $10,705-93.4% | $10,828-93.5% |