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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 | $9,378 | $45,152-79.2% | $73,836-87.3% | $59,633-84.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -52.45% | 27.40%-79.9pp | 2268.06%-2320.5pp | 2041.45%-2093.9pp |
| Employer contribution / active EE | $2,045 | $1,901+7.6% | $2,787-26.6% | $2,203-7.2% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,029 | $3,515+100.0% | $4,882+44.0% | $4,297+63.6% |