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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 | $13,458 | $165,399-91.9% | $149,745-91.0% | $158,982-91.5% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | -182.69% | 348.34%-531.0pp | 276.72%-459.4pp | 302.99%-485.7pp |
| Employer contribution / active EE | $38,527 | $5,105+654.7% | $4,646+729.3% | $4,763+708.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $585 | $10,811-94.6% | $9,312-93.7% | $11,252-94.8% |