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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 | $7,524 | $138,102-94.6% | $125,381-94.0% | $134,532-94.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -50.27% | 750.73%-801.0pp | 572.31%-622.6pp | 418.27%-468.5pp |
| Employer contribution / active EE | $2,078 | $5,245-60.4% | $4,815-56.8% | $4,741-56.2% |
| Participant deferral / active EE | $7,713 | $7,801-1.1% | $7,448+3.6% | $6,401+20.5% |
| Admin fee / account holder | $3,661 | $11,568-68.4% | $10,007-63.4% | $11,429-68.0% |