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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 | $301 | $88,710-99.7% | $81,783-99.6% | $145,959-99.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -102.86% | 1027.26%-1130.1pp | 775.05%-877.9pp | 561.95%-664.8pp |
| Employer contribution / active EE | $19,391 | $3,083+528.9% | $2,913+565.8% | $4,661+316.0% |
| Participant deferral / active EE | $5,775 | $4,645+24.3% | $4,320+33.7% | $6,689-13.7% |
| Admin fee / account holder | $14,052 | $8,407+67.1% | $7,380+90.4% | $13,398+4.9% |