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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 | $9,847 | $226,135-95.6% | $182,558-94.6% | $152,909-93.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -28.73% | 192.60%-221.3pp | 148.59%-177.3pp | 345.46%-374.2pp |
| Employer contribution / active EE | $2,379 | $4,979-52.2% | $4,076-41.6% | $4,764-50.1% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $728 | $10,707-93.2% | $8,594-91.5% | $11,601-93.7% |