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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 | $9,232 | $159,934-94.2% | $147,005-93.7% | $145,959-93.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -33.47% | 98.24%-131.7pp | 418.76%-452.2pp | 561.95%-595.4pp |
| Employer contribution / active EE | $4,249 | $5,287-19.6% | $4,934-13.9% | $4,661-8.8% |
| Participant deferral / active EE | $7,223 | $8,427-14.3% | $8,070-10.5% | $6,689+8.0% |
| Admin fee / account holder | $810 | $15,053-94.6% | $13,006-93.8% | $13,398-94.0% |