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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 | $8,202 | $90,617-90.9% | $79,476-89.7% | $135,382-93.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -49.80% | 977.57%-1027.4pp | 718.21%-768.0pp | 519.77%-569.6pp |
| Employer contribution / active EE | $1,946 | $3,068-36.6% | $2,800-30.5% | $4,779-59.3% |
| Participant deferral / active EE | $9,000 | $4,050+122.2% | $3,704+143.0% | $5,609+60.5% |
| Admin fee / account holder | $353 | $5,907-94.0% | $5,113-93.1% | $10,829-96.7% |