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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 | $13,072 | $107,363-87.8% | $92,909-85.9% | $152,897-91.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -6.47% | 145.63%-152.1pp | 109.44%-115.9pp | 345.43%-351.9pp |
| Employer contribution / active EE | $6,000 | $4,222+42.1% | $3,653+64.2% | $4,764+26.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $795 | $7,082-88.8% | $5,795-86.3% | $11,599-93.1% |