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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 | $7,589 | $176,120-95.7% | $159,487-95.2% | $167,553-95.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -118.17% | 331.95%-450.1pp | 263.71%-381.9pp | 478.89%-597.1pp |
| Employer contribution / active EE | $17,410 | $5,299+228.5% | $4,831+260.4% | $4,840+259.7% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,028 | $12,561-67.9% | $10,804-62.7% | $12,316-67.3% |