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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 | $7,301 | $103,392-92.9% | $87,104-91.6% | $152,897-95.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -80.46% | 28.10%-108.6pp | 28.19%-108.7pp | 345.43%-425.9pp |
| Employer contribution / active EE | $3,630 | $3,221+12.7% | $2,521+44.0% | $4,764-23.8% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,766 | $12,194+29.3% | $7,491+110.5% | $11,599+35.9% |