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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 | $10,320 | $138,078-92.5% | $125,363-91.8% | $134,509-92.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.70% | 750.49%-778.2pp | 572.15%-599.8pp | 418.13%-445.8pp |
| Employer contribution / active EE | $4,423 | $5,245-15.7% | $4,815-8.1% | $4,741-6.7% |
| Participant deferral / active EE | $12,448 | $7,800+59.6% | $7,447+67.2% | $6,400+94.5% |
| Admin fee / account holder | $7,020 | $11,566-39.3% | $10,005-29.8% | $11,427-38.6% |