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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 | $7,003 | $157,304-95.5% | $141,197-95.0% | $152,909-95.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -41.59% | 64.34%-105.9pp | 71.41%-113.0pp | 345.46%-387.1pp |
| Employer contribution / active EE | $1,719 | $5,263-67.3% | $4,736-63.7% | $4,764-63.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $530 | $12,126-95.6% | $10,265-94.8% | $11,601-95.4% |