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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 | $17,353 | $167,483-89.6% | $115,752-85.0% | $147,586-88.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | -59.97% | 12.11%-72.1pp | 19.41%-79.4pp | 578.59%-638.6pp |
| Employer contribution / active EE | $6,433 | $4,960+29.7% | $3,492+84.2% | $4,876+31.9% |
| Participant deferral / active EE | $0 | $7,037-100.0% | $5,204-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,697 | $13,069-87.0% | $6,278-73.0% | $10,886-84.4% |