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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 | $10,962 | $138,102-92.1% | $125,381-91.3% | $134,532-91.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -60.44% | 750.73%-811.2pp | 572.31%-632.7pp | 418.27%-478.7pp |
| Employer contribution / active EE | $3,713 | $5,245-29.2% | $4,815-22.9% | $4,741-21.7% |
| Participant deferral / active EE | $7,269 | $7,801-6.8% | $7,448-2.4% | $6,401+13.6% |
| Admin fee / account holder | $520 | $11,568-95.5% | $10,007-94.8% | $11,429-95.4% |