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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 | $21,322 | $85,766-75.1% | $136,298-84.4% | $70,126-69.6% |
| Participation rate | 73.5% | 74.2%-0.7pp | 81.9%-8.5pp | 69.5%+3.9pp |
| Annual return | -87.00% | 31.46%-118.5pp | 5156.27%-5243.3pp | 73.15%-160.2pp |
| Employer contribution / active EE | $12,683 | $2,966+327.6% | $4,696+170.1% | $2,343+441.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,535 | $5,421+75.9% | $9,244+3.2% | $4,645+105.3% |