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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 | $7,632 | $138,078-94.5% | $125,363-93.9% | $134,509-94.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -87.03% | 750.49%-837.5pp | 572.15%-659.2pp | 418.13%-505.2pp |
| Employer contribution / active EE | $1,591 | $5,245-69.7% | $4,815-67.0% | $4,741-66.4% |
| Participant deferral / active EE | $6,029 | $7,800-22.7% | $7,447-19.0% | $6,400-5.8% |
| Admin fee / account holder | $516 | $11,566-95.5% | $10,005-94.8% | $11,427-95.5% |