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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 | $14,571 | $135,639-89.3% | $110,241-86.8% | $135,382-89.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.90% | 513.21%-526.1pp | 314.75%-327.7pp | 519.77%-532.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,119 | $5,507+120.1% | $4,672+159.4% | $5,609+116.1% |
| Admin fee / account holder | $1,658 | $11,457-85.5% | $8,548-80.6% | $10,829-84.7% |