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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 | $24,521 | $160,059-84.7% | $140,019-82.5% | $135,379-81.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -21.06% | 911.44%-932.5pp | 651.15%-672.2pp | 519.79%-540.8pp |
| Employer contribution / active EE | $2,568 | $6,420-60.0% | $5,605-54.2% | $4,779-46.3% |
| Participant deferral / active EE | $7,099 | $7,641-7.1% | $6,927+2.5% | $5,609+26.6% |
| Admin fee / account holder | $374 | $13,328-97.2% | $10,705-96.5% | $10,828-96.5% |