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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 | $8,571 | $111,787-92.3% | $93,681-90.9% | $145,978-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -70.62% | 203.52%-274.1pp | 133.47%-204.1pp | 550.52%-621.1pp |
| Employer contribution / active EE | $1,243 | $3,093-59.8% | $2,422-48.7% | $4,662-73.3% |
| Participant deferral / active EE | $6,396 | $4,918+30.1% | $4,415+44.9% | $6,690-4.4% |
| Admin fee / account holder | $5,193 | $10,256-49.4% | $8,290-37.4% | $13,400-61.3% |