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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 | $7,667 | $176,120-95.6% | $159,487-95.2% | $167,553-95.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -43.75% | 331.95%-375.7pp | 263.71%-307.5pp | 478.89%-522.6pp |
| Employer contribution / active EE | $2,923 | $5,299-44.8% | $4,831-39.5% | $4,840-39.6% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $397 | $12,561-96.8% | $10,804-96.3% | $12,316-96.8% |