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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 | $9,161 | $138,076-93.4% | $123,553-92.6% | $135,380-93.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -59.37% | 153.70%-213.1pp | 119.21%-178.6pp | 519.81%-579.2pp |
| Employer contribution / active EE | $6,714 | $5,152+30.3% | $4,628+45.1% | $4,779+40.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,840 | $10,917-74.0% | $9,284-69.4% | $10,828-73.8% |