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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 | $7,453 | $138,076-94.6% | $123,553-94.0% | $135,380-94.5% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -82.69% | 153.70%-236.4pp | 119.21%-201.9pp | 519.81%-602.5pp |
| Employer contribution / active EE | $7,623 | $5,152+48.0% | $4,628+64.7% | $4,779+59.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,900 | $10,917-82.6% | $9,284-79.5% | $10,828-82.5% |