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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 | $22,660 | $156,616-85.5% | $133,346-83.0% | $198,609-88.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | -59.87% | 44.25%-104.1pp | 36.85%-96.7pp | 202.70%-262.6pp |
| Employer contribution / active EE | $8,821 | $3,368+161.9% | $2,853+209.1% | $5,055+74.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,206 | $17,468-81.6% | $14,264-77.5% | $19,030-83.2% |