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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 | $13,115 | $138,102-90.5% | $125,381-89.5% | $134,532-90.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.04% | 750.73%-771.8pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $3,038 | $5,245-42.1% | $4,815-36.9% | $4,741-35.9% |
| Participant deferral / active EE | $6,266 | $7,801-19.7% | $7,448-15.9% | $6,401-2.1% |
| Admin fee / account holder | $708 | $11,568-93.9% | $10,007-92.9% | $11,429-93.8% |