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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 | $7,385 | $102,663-92.8% | $86,216-91.4% | $139,466-94.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -49.77% | 1924.52%-1974.3pp | 1169.42%-1219.2pp | 373.66%-423.4pp |
| Employer contribution / active EE | $2,679 | $3,035-11.7% | $2,382+12.5% | $4,754-43.6% |
| Participant deferral / active EE | $7,620 | $4,677+62.9% | $3,986+91.2% | $6,712+13.5% |
| Admin fee / account holder | $1,991 | $8,663-77.0% | $6,853-70.9% | $11,409-82.5% |