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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 | $13,692 | $138,078-90.1% | $125,363-89.1% | $134,509-89.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.45% | 750.49%-771.9pp | 572.15%-593.6pp | 418.13%-439.6pp |
| Employer contribution / active EE | $2,408 | $5,245-54.1% | $4,815-50.0% | $4,741-49.2% |
| Participant deferral / active EE | $7,969 | $7,800+2.2% | $7,447+7.0% | $6,400+24.5% |
| Admin fee / account holder | $3,486 | $11,566-69.9% | $10,005-65.2% | $11,427-69.5% |