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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 | $6,856 | $112,933-93.9% | $90,970-92.5% | $158,982-95.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -116.78% | 215.82%-332.6pp | 134.60%-251.4pp | 302.99%-419.8pp |
| Employer contribution / active EE | $13,799 | $2,893+376.9% | $2,122+550.3% | $4,763+189.7% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,528 | $8,047-68.6% | $5,961-57.6% | $11,252-77.5% |