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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 | $9,401 | $190,916-95.1% | $160,037-94.1% | $134,545-93.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -58.23% | 552.79%-611.0pp | 408.95%-467.2pp | 418.37%-476.6pp |
| Employer contribution / active EE | $1,854 | $4,996-62.9% | $4,226-56.1% | $4,742-60.9% |
| Participant deferral / active EE | $7,703 | $6,925+11.2% | $6,184+24.6% | $6,401+20.3% |
| Admin fee / account holder | $4,439 | $10,497-57.7% | $8,716-49.1% | $11,431-61.2% |