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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 | $11,111 | $138,102-92.0% | $125,381-91.1% | $134,532-91.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.08% | 750.73%-771.8pp | 572.31%-593.4pp | 418.27%-439.3pp |
| Employer contribution / active EE | $5,331 | $5,245+1.6% | $4,815+10.7% | $4,741+12.4% |
| Participant deferral / active EE | $6,709 | $7,801-14.0% | $7,448-9.9% | $6,401+4.8% |
| Admin fee / account holder | $749 | $11,568-93.5% | $10,007-92.5% | $11,429-93.4% |