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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 | $14,539 | $138,102-89.5% | $125,381-88.4% | $134,532-89.2% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -60.43% | 750.73%-811.2pp | 572.31%-632.7pp | 418.27%-478.7pp |
| Employer contribution / active EE | $4,000 | $5,245-23.7% | $4,815-16.9% | $4,741-15.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $833 | $11,568-92.8% | $10,007-91.7% | $11,429-92.7% |