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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 | $5,755 | $165,399-96.5% | $149,745-96.2% | $158,982-96.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -53.57% | 348.34%-401.9pp | 276.72%-330.3pp | 302.99%-356.6pp |
| Employer contribution / active EE | $9,239 | $5,105+81.0% | $4,646+98.9% | $4,763+94.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $840 | $10,811-92.2% | $9,312-91.0% | $11,252-92.5% |