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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 | $19,481 | $209,428-90.7% | $178,498-89.1% | $158,950-87.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.73% | 188.78%-189.5pp | 151.09%-151.8pp | 302.91%-303.6pp |
| Employer contribution / active EE | $12,726 | $5,707+123.0% | $5,011+154.0% | $4,762+167.2% |
| Participant deferral / active EE | $5,895 | $5,955-1.0% | $5,202+13.3% | $5,983-1.5% |
| Admin fee / account holder | $5,045 | $17,077-70.5% | $13,985-63.9% | $11,248-55.1% |