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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 | $9,970 | $138,076-92.8% | $123,553-91.9% | $135,380-92.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.94% | 153.70%-169.6pp | 119.21%-135.1pp | 519.81%-535.7pp |
| Employer contribution / active EE | $6,741 | $5,152+30.9% | $4,628+45.7% | $4,779+41.1% |
| Participant deferral / active EE | $11,184 | $6,800+64.5% | $6,426+74.0% | $5,609+99.4% |
| Admin fee / account holder | $1,629 | $10,917-85.1% | $9,284-82.5% | $10,828-85.0% |