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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 | $7,753 | $104,251-92.6% | $91,004-91.5% | $147,586-94.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | -61.20% | 27.06%-88.3pp | 4.60%-65.8pp | 578.59%-639.8pp |
| Employer contribution / active EE | $5,944 | $3,116+90.8% | $2,456+142.0% | $4,876+21.9% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $889 | $8,948-90.1% | $5,417-83.6% | $10,886-91.8% |