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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 | $10,119 | $138,114-92.7% | $125,391-91.9% | $134,545-92.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.85% | 750.88%-771.7pp | 572.41%-593.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,106 | $5,246-78.9% | $4,816-77.0% | $4,742-76.7% |
| Participant deferral / active EE | $4,821 | $7,801-38.2% | $7,448-35.3% | $6,401-24.7% |
| Admin fee / account holder | $860 | $11,570-92.6% | $10,009-91.4% | $11,431-92.5% |