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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 | $13,196 | $138,102-90.4% | $125,381-89.5% | $134,532-90.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.16% | 750.73%-778.9pp | 572.31%-600.5pp | 418.27%-446.4pp |
| Employer contribution / active EE | $3,095 | $5,245-41.0% | $4,815-35.7% | $4,741-34.7% |
| Participant deferral / active EE | $4,933 | $7,801-36.8% | $7,448-33.8% | $6,401-22.9% |
| Admin fee / account holder | $773 | $11,568-93.3% | $10,007-92.3% | $11,429-93.2% |