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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 | $7,265 | $95,917-92.4% | $79,583-90.9% | $134,545-94.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -44.28% | -2.70%-41.6pp | 0.16%-44.4pp | 418.37%-462.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,859 | $4,694+88.7% | $3,986+122.3% | $6,401+38.4% |
| Admin fee / account holder | $3,038 | $9,132-66.7% | $6,835-55.6% | $11,431-73.4% |