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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 | $10,485 | $160,040-93.4% | $147,096-92.9% | $145,877-92.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.50% | 98.49%-99.0pp | 419.75%-420.3pp | 551.28%-551.8pp |
| Employer contribution / active EE | $8,327 | $5,289+57.4% | $4,936+68.7% | $4,663+78.6% |
| Participant deferral / active EE | $9,326 | $8,429+10.6% | $8,071+15.5% | $6,691+39.4% |
| Admin fee / account holder | $5,015 | $15,050-66.7% | $13,005-61.4% | $13,402-62.6% |