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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 | $17,854 | $105,210-83.0% | $159,487-88.8% | $85,851-79.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -43.77% | 45.08%-88.9pp | 263.71%-307.5pp | 318.63%-362.4pp |
| Employer contribution / active EE | $5,326 | $3,319+60.5% | $4,831+10.2% | $2,565+107.6% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $541 | $6,934-92.2% | $10,804-95.0% | $6,261-91.4% |