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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 | $8,494 | $157,829-94.6% | $136,867-93.8% | $198,609-95.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | -66.07% | 51.25%-117.3pp | 42.97%-109.0pp | 202.70%-268.8pp |
| Employer contribution / active EE | $8,356 | $3,923+113.0% | $3,547+135.6% | $5,055+65.3% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $177,290 | $11,107+1496.2% | $10,340+1614.6% | $19,030+831.6% |