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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 | $8,531 | $54,370-84.3% | $82,763-89.7% | $68,490-87.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -77.09% | -13.67%-63.4pp | 702.45%-779.5pp | -7.85%-69.2pp |
| Employer contribution / active EE | $7,179 | $2,219+223.5% | $3,008+138.6% | $2,597+176.5% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,300 | $4,398-70.4% | $5,325-75.6% | $5,403-75.9% |