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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 | $8,686 | $138,102-93.7% | $125,381-93.1% | $134,532-93.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.29% | 750.73%-776.0pp | 572.31%-597.6pp | 418.27%-443.6pp |
| Employer contribution / active EE | $1,639 | $5,245-68.7% | $4,815-66.0% | $4,741-65.4% |
| Participant deferral / active EE | $3,752 | $7,801-51.9% | $7,448-49.6% | $6,401-41.4% |
| Admin fee / account holder | $562 | $11,568-95.1% | $10,007-94.4% | $11,429-95.1% |