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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 | $1,992 | $138,078-98.6% | $125,363-98.4% | $134,509-98.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -106.65% | 750.49%-857.1pp | 572.15%-678.8pp | 418.13%-524.8pp |
| Employer contribution / active EE | $3,779 | $5,245-27.9% | $4,815-21.5% | $4,741-20.3% |
| Participant deferral / active EE | $4,638 | $7,800-40.5% | $7,447-37.7% | $6,400-27.5% |
| Admin fee / account holder | $4,767 | $11,566-58.8% | $10,005-52.4% | $11,427-58.3% |