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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 | $10,605 | $93,598-88.7% | $135,974-92.2% | $75,173-85.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -59.88% | 30.89%-90.8pp | 68.30%-128.2pp | 160.72%-220.6pp |
| Employer contribution / active EE | $1,617 | $3,538-54.3% | $4,859-66.7% | $2,671-39.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $413 | $6,978-94.1% | $10,767-96.2% | $5,651-92.7% |