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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 | $8,960 | $81,696-89.0% | $70,494-87.3% | $158,982-94.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -3.24% | 208.70%-211.9pp | 109.16%-112.4pp | 302.99%-306.2pp |
| Employer contribution / active EE | $2,123 | $3,220-34.1% | $2,738-22.5% | $4,763-55.4% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $333 | $6,200-94.6% | $3,848-91.4% | $11,252-97.0% |