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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 | $10,255 | $165,399-93.8% | $149,745-93.2% | $158,982-93.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -6.82% | 348.34%-355.2pp | 276.72%-283.5pp | 302.99%-309.8pp |
| Employer contribution / active EE | $1,727 | $5,105-66.2% | $4,646-62.8% | $4,763-63.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $986 | $10,811-90.9% | $9,312-89.4% | $11,252-91.2% |