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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 | $8,605 | $109,372-92.1% | $89,414-90.4% | $158,966-94.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -36.46% | 345.55%-382.0pp | 245.50%-282.0pp | 302.95%-339.4pp |
| Employer contribution / active EE | $7,176 | $3,171+126.3% | $2,586+177.4% | $4,762+50.7% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $871 | $6,156-85.8% | $4,883-82.2% | $11,250-92.3% |