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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 | $169,161-99.9% | $129,295-99.9% | $145,959-99.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -126.85% | 14348.07%-14474.9pp | 9429.28%-9556.1pp | 561.95%-688.8pp |
| Employer contribution / active EE | $2,880 | $5,543-48.0% | $4,157-30.7% | $4,661-38.2% |
| Participant deferral / active EE | $900 | $4,989-82.0% | $4,169-78.4% | $6,689-86.5% |
| Admin fee / account holder | $6,731 | $9,878-31.9% | $7,665-12.2% | $13,398-49.8% |