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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 | $15,353 | $138,076-88.9% | $123,553-87.6% | $135,380-88.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.67% | 153.70%-165.4pp | 119.21%-130.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $3,333 | $5,152-35.3% | $4,628-28.0% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $327 | $10,917-97.0% | $9,284-96.5% | $10,828-97.0% |