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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 | $88,815-99.7% | $81,882-99.6% | $145,897-99.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -102.86% | 1033.75%-1136.6pp | 779.47%-882.3pp | 552.29%-655.1pp |
| Employer contribution / active EE | $19,391 | $3,086+528.3% | $2,916+565.0% | $4,663+315.9% |
| Participant deferral / active EE | $5,775 | $4,647+24.3% | $4,323+33.6% | $6,689-13.7% |
| Admin fee / account holder | $14,052 | $8,434+66.6% | $7,360+90.9% | $13,390+4.9% |