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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 | $10,077 | $99,668-89.9% | $86,451-88.3% | $134,545-92.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.08% | 6789.61%-6811.7pp | 4398.51%-4420.6pp | 418.37%-440.4pp |
| Employer contribution / active EE | $5,871 | $4,403+33.3% | $3,770+55.7% | $4,742+23.8% |
| Participant deferral / active EE | $9,393 | $7,249+29.6% | $6,953+35.1% | $6,401+46.7% |
| Admin fee / account holder | $1,776 | $8,377-78.8% | $6,734-73.6% | $11,431-84.5% |