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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 | $10,882 | $232,540-95.3% | $185,117-94.1% | $147,586-92.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -111.53% | 43.03%-154.6pp | 40.50%-152.0pp | 578.59%-690.1pp |
| Employer contribution / active EE | $23,369 | $5,195+349.8% | $4,182+458.9% | $4,876+379.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,906 | $10,275-71.7% | $8,159-64.4% | $10,886-73.3% |