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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 | $18,760 | $160,059-88.3% | $140,019-86.6% | $135,380-86.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.18% | 911.48%-927.7pp | 651.17%-667.3pp | 519.81%-536.0pp |
| Employer contribution / active EE | $10,000 | $6,420+55.8% | $5,605+78.4% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $732 | $13,328-94.5% | $10,705-93.2% | $10,828-93.2% |