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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 | $10,223 | $138,102-92.6% | $125,381-91.8% | $134,532-92.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -46.47% | 750.73%-797.2pp | 572.31%-618.8pp | 418.27%-464.7pp |
| Employer contribution / active EE | $3,358 | $5,245-36.0% | $4,815-30.3% | $4,741-29.2% |
| Participant deferral / active EE | $7,293 | $7,801-6.5% | $7,448-2.1% | $6,401+13.9% |
| Admin fee / account holder | $926 | $11,568-92.0% | $10,007-90.8% | $11,429-91.9% |