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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 | $3,859 | $208,088-98.1% | $186,193-97.9% | $154,746-97.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | -11.15% | 89.97%-101.1pp | 78.03%-89.2pp | 172.34%-183.5pp |
| Employer contribution / active EE | $904 | $4,340-79.2% | $3,918-76.9% | $4,379-79.4% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $752 | $11,698-93.6% | $11,058-93.2% | $14,365-94.8% |