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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 | $9,032 | $54,380-83.4% | $68,509-86.8% | $59,633-84.9% |
| Participation rate | 95.3% | 70.2%+25.2pp | 74.7%+20.6pp | 68.7%+26.7pp |
| Annual return | -113.73% | 2.83%-116.6pp | 8.27%-122.0pp | 2041.45%-2155.2pp |
| Employer contribution / active EE | $17,940 | $1,539+1066.1% | $2,278+687.6% | $2,203+714.5% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,373 | $3,885+167.0% | $5,275+96.6% | $4,297+141.4% |