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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 | $6,653 | $159,934-95.8% | $147,005-95.5% | $145,959-95.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -113.69% | 98.24%-211.9pp | 418.76%-532.5pp | 561.95%-675.6pp |
| Employer contribution / active EE | $2,112 | $5,287-60.1% | $4,934-57.2% | $4,661-54.7% |
| Participant deferral / active EE | $4,625 | $8,427-45.1% | $8,070-42.7% | $6,689-30.8% |
| Admin fee / account holder | $644 | $15,053-95.7% | $13,006-95.0% | $13,398-95.2% |