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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 | $12,421 | $118,708-89.5% | $98,920-87.4% | $158,982-92.2% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | -44.53% | 372.49%-417.0pp | 196.47%-241.0pp | 302.99%-347.5pp |
| Employer contribution / active EE | $9,260 | $3,334+177.7% | $2,689+244.3% | $4,763+94.4% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $681 | $10,134-93.3% | $6,643-89.8% | $11,252-94.0% |