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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 | $44,837 | $224,072-80.0% | $220,428-79.7% | $254,173-82.4% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | -74.21% | 99.74%-174.0pp | 90.61%-164.8pp | 259.17%-333.4pp |
| Employer contribution / active EE | $31,448 | $35,080-10.4% | $32,730-3.9% | $41,471-24.2% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $23,883 | $13,610+75.5% | $12,805+86.5% | $21,502+11.1% |