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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 | $11,042 | $127,387-91.3% | $115,038-90.4% | $125,389-91.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -76.66% | 31.28%-107.9pp | 26.14%-102.8pp | 282.24%-358.9pp |
| Employer contribution / active EE | $16,420 | $5,166+217.8% | $4,608+256.4% | $4,866+237.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $447 | $9,516-95.3% | $8,175-94.5% | $9,541-95.3% |