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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 | $8,279 | $138,102-94.0% | $125,381-93.4% | $134,532-93.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.14% | 750.73%-772.9pp | 572.31%-594.4pp | 418.27%-440.4pp |
| Employer contribution / active EE | $1,598 | $5,245-69.5% | $4,815-66.8% | $4,741-66.3% |
| Participant deferral / active EE | $2,733 | $7,801-65.0% | $7,448-63.3% | $6,401-57.3% |
| Admin fee / account holder | $484 | $11,568-95.8% | $10,007-95.2% | $11,429-95.8% |