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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 | $14,339 | $138,114-89.6% | $125,391-88.6% | $134,545-89.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.82% | 750.88%-779.7pp | 572.41%-601.2pp | 418.37%-447.2pp |
| Employer contribution / active EE | $1,659 | $5,246-68.4% | $4,816-65.6% | $4,742-65.0% |
| Participant deferral / active EE | $5,132 | $7,801-34.2% | $7,448-31.1% | $6,401-19.8% |
| Admin fee / account holder | $1,178 | $11,570-89.8% | $10,009-88.2% | $11,431-89.7% |