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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 | $11,141 | $138,102-91.9% | $125,381-91.1% | $134,532-91.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.69% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $2,946 | $5,245-43.8% | $4,815-38.8% | $4,741-37.9% |
| Participant deferral / active EE | $4,925 | $7,801-36.9% | $7,448-33.9% | $6,401-23.1% |
| Admin fee / account holder | $3,224 | $11,568-72.1% | $10,007-67.8% | $11,429-71.8% |