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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 | $11,002 | $78,672-86.0% | $109,163-89.9% | $85,856-87.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -73.91% | 25.09%-99.0pp | 25.75%-99.7pp | 318.58%-392.5pp |
| Employer contribution / active EE | $2,524 | $2,734-7.7% | $3,723-32.2% | $2,565-1.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,756 | $5,470-67.9% | $6,754-74.0% | $6,261-72.0% |