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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 | $13,755 | $138,102-90.0% | $125,381-89.0% | $134,532-89.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.76% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.0pp |
| Employer contribution / active EE | $2,124 | $5,245-59.5% | $4,815-55.9% | $4,741-55.2% |
| Participant deferral / active EE | $8,274 | $7,801+6.1% | $7,448+11.1% | $6,401+29.3% |
| Admin fee / account holder | $457 | $11,568-96.0% | $10,007-95.4% | $11,429-96.0% |