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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 | $165,361-96.5% | $149,715-96.2% | $158,950-96.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -53.57% | 348.24%-401.8pp | 276.66%-330.2pp | 302.91%-356.5pp |
| Employer contribution / active EE | $9,239 | $5,103+81.0% | $4,645+98.9% | $4,762+94.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $840 | $10,808-92.2% | $9,310-91.0% | $11,248-92.5% |