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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 | $5,873 | $85,766-93.2% | $136,298-95.7% | $70,126-91.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -86.99% | 31.46%-118.4pp | 5156.27%-5243.3pp | 73.15%-160.1pp |
| Employer contribution / active EE | $6,479 | $2,966+118.4% | $4,696+38.0% | $2,343+176.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,177 | $5,421-59.8% | $9,244-76.5% | $4,645-53.1% |