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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 | $29,309 | $144,130-79.7% | $117,861-75.1% | $147,586-80.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -16.72% | 531.20%-547.9pp | 335.11%-351.8pp | 578.59%-595.3pp |
| Employer contribution / active EE | $1,250 | $4,897-74.5% | $3,786-67.0% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $783 | $10,887-92.8% | $8,021-90.2% | $10,886-92.8% |