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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 | $11,525 | $160,040-92.8% | $147,096-92.2% | $145,877-92.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -14.80% | 98.49%-113.3pp | 419.75%-434.5pp | 551.28%-566.1pp |
| Employer contribution / active EE | $2,270 | $5,289-57.1% | $4,936-54.0% | $4,663-51.3% |
| Participant deferral / active EE | $3,606 | $8,429-57.2% | $8,071-55.3% | $6,691-46.1% |
| Admin fee / account holder | $2,234 | $15,050-85.2% | $13,005-82.8% | $13,402-83.3% |