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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 | $16,131 | $180,459-91.1% | $154,108-89.5% | $135,380-88.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.11% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $2,887 | $6,035-52.2% | $5,298-45.5% | $4,779-39.6% |
| Participant deferral / active EE | $11,258 | $5,806+93.9% | $5,081+121.6% | $5,609+100.7% |
| Admin fee / account holder | $1,494 | $16,145-90.7% | $13,411-88.9% | $10,828-86.2% |