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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 | $88 | $169,336-99.9% | $129,384-99.9% | $145,884-99.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -126.85% | 14408.70%-14535.6pp | 9461.77%-9588.6pp | 551.85%-678.7pp |
| Employer contribution / active EE | $2,880 | $5,540-48.0% | $4,153-30.7% | $4,662-38.2% |
| Participant deferral / active EE | $900 | $4,985-81.9% | $4,166-78.4% | $6,690-86.5% |
| Admin fee / account holder | $6,731 | $9,912-32.1% | $7,686-12.4% | $13,392-49.7% |