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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 | $15,848 | $82,630-80.8% | $64,105-75.3% | $125,389-87.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -10.35% | 1489.72%-1500.1pp | 791.24%-801.6pp | 282.24%-292.6pp |
| Employer contribution / active EE | $4,469 | $2,671+67.3% | $1,820+145.5% | $4,866-8.2% |
| Participant deferral / active EE | $10,141 | $3,608+181.0% | $2,822+259.4% | $5,352+89.5% |
| Admin fee / account holder | $465 | $6,382-92.7% | $4,499-89.7% | $9,541-95.1% |