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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 | $13,230 | $138,078-90.4% | $125,363-89.4% | $134,509-90.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.93% | 750.49%-778.4pp | 572.15%-600.1pp | 418.13%-446.1pp |
| Employer contribution / active EE | $3,247 | $5,245-38.1% | $4,815-32.6% | $4,741-31.5% |
| Participant deferral / active EE | $5,892 | $7,800-24.5% | $7,447-20.9% | $6,400-7.9% |
| Admin fee / account holder | $327 | $11,566-97.2% | $10,005-96.7% | $11,427-97.1% |