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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 | $14,262 | $106,008-86.5% | $92,240-84.5% | $147,586-90.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -55.88% | 50.05%-105.9pp | 176.29%-232.2pp | 578.59%-634.5pp |
| Employer contribution / active EE | $2,281 | $4,333-47.4% | $3,680-38.0% | $4,876-53.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $870 | $6,333-86.3% | $5,194-83.3% | $10,886-92.0% |