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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 | $14,394 | $138,102-89.6% | $125,381-88.5% | $134,532-89.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.93% | 750.73%-772.7pp | 572.31%-594.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $4,120 | $5,245-21.5% | $4,815-14.4% | $4,741-13.1% |
| Participant deferral / active EE | $17,833 | $7,801+128.6% | $7,448+139.4% | $6,401+178.6% |
| Admin fee / account holder | $205,446 | $11,568+1676.0% | $10,007+1953.0% | $11,429+1697.7% |