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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 | $14,813 | $162,812-90.9% | $133,971-88.9% | $158,966-90.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -112.77% | 41.94%-154.7pp | 45.09%-157.9pp | 302.95%-415.7pp |
| Employer contribution / active EE | $19,956 | $4,976+301.1% | $3,919+409.2% | $4,762+319.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,873 | $11,741+9.6% | $8,929+44.2% | $11,250+14.4% |