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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 | $8,537 | $134,817-93.7% | $123,973-93.1% | $155,188-94.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | -13.14% | 515.49%-528.6pp | 388.13%-401.3pp | 148.84%-162.0pp |
| Employer contribution / active EE | $9,667 | $4,425+118.5% | $4,126+134.3% | $4,248+127.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,861 | $13,245-40.6% | $11,799-33.4% | $14,480-45.7% |