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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 | $18,503 | $171,865-89.2% | $149,718-87.6% | $147,585-87.5% |
| Participation rate | 95.7% | 88.2%+7.5pp | 87.1%+8.6pp | 82.8%+12.8pp |
| Annual return | -48.94% | 2113.29%-2162.2pp | 1501.67%-1550.6pp | 578.56%-627.5pp |
| Employer contribution / active EE | $15,423 | $6,275+145.8% | $5,445+183.3% | $4,876+216.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,758 | $13,799-65.5% | $11,283-57.8% | $10,885-56.3% |