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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 | $14,381 | $183,516-92.2% | $155,534-90.8% | $145,884-90.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -55.47% | 61.43%-116.9pp | 64.92%-120.4pp | 551.85%-607.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,342 | $6,467+59.9% | $5,630+83.7% | $6,690+54.6% |
| Admin fee / account holder | $6,366 | $19,293-67.0% | $15,900-60.0% | $13,392-52.5% |