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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 | $8,685 | $138,114-93.7% | $125,391-93.1% | $134,545-93.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -98.54% | 750.88%-849.4pp | 572.41%-671.0pp | 418.37%-516.9pp |
| Employer contribution / active EE | $15,785 | $5,246+200.9% | $4,816+227.8% | $4,742+232.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,659 | $11,570-68.4% | $10,009-63.4% | $11,431-68.0% |