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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 | $12,081 | $56,197-78.5% | $67,652-82.1% | $59,633-79.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -52.24% | 18508.10%-18560.3pp | 6625.40%-6677.6pp | 2041.45%-2093.7pp |
| Employer contribution / active EE | $4,158 | $1,615+157.5% | $2,266+83.5% | $2,203+88.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,651 | $3,958-58.3% | $4,821-65.8% | $4,297-61.6% |