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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 | $2,595 | $138,102-98.1% | $125,381-97.9% | $134,532-98.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -41.42% | 750.73%-792.1pp | 572.31%-613.7pp | 418.27%-459.7pp |
| Employer contribution / active EE | $2,245 | $5,245-57.2% | $4,815-53.4% | $4,741-52.6% |
| Participant deferral / active EE | $3,614 | $7,801-53.7% | $7,448-51.5% | $6,401-43.5% |
| Admin fee / account holder | $793 | $11,568-93.1% | $10,007-92.1% | $11,429-93.1% |