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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 | $20,508 | $202,342-89.9% | $172,752-88.1% | $152,897-86.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -66.69% | 1029.83%-1096.5pp | 802.97%-869.7pp | 345.43%-412.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,690 | $5,948+113.3% | $5,198+144.1% | $5,851+116.9% |
| Admin fee / account holder | $21,423 | $17,111+25.2% | $13,955+53.5% | $11,599+84.7% |