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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 | $21,772 | $180,459-87.9% | $154,108-85.9% | $135,380-83.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.08% | 888.21%-900.3pp | 735.21%-747.3pp | 519.81%-531.9pp |
| Employer contribution / active EE | $6,780 | $6,035+12.3% | $5,298+28.0% | $4,779+41.9% |
| Participant deferral / active EE | $7,832 | $5,806+34.9% | $5,081+54.2% | $5,609+39.6% |
| Admin fee / account holder | $444 | $16,145-97.3% | $13,411-96.7% | $10,828-95.9% |