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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 | $11,260 | $138,102-91.8% | $125,381-91.0% | $134,532-91.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.70% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $3,110 | $5,245-40.7% | $4,815-35.4% | $4,741-34.4% |
| Participant deferral / active EE | $8,572 | $7,801+9.9% | $7,448+15.1% | $6,401+33.9% |
| Admin fee / account holder | $905 | $11,568-92.2% | $10,007-91.0% | $11,429-92.1% |