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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 | $7,400 | $111,814-93.4% | $93,654-92.1% | $145,959-94.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -109.18% | 203.30%-312.5pp | 133.34%-242.5pp | 561.95%-671.1pp |
| Employer contribution / active EE | $9,882 | $3,092+219.6% | $2,421+308.2% | $4,661+112.0% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,216 | $10,246-78.4% | $8,282-73.2% | $13,398-83.5% |