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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 | $7,939 | $127,790-93.8% | $106,555-92.5% | $167,536-95.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -57.39% | 33.88%-91.3pp | 26.80%-84.2pp | 478.82%-536.2pp |
| Employer contribution / active EE | $7,610 | $3,428+122.0% | $2,819+169.9% | $4,839+57.3% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $376 | $11,229-96.7% | $7,408-94.9% | $12,315-96.9% |