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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 | $7,685 | $160,040-95.2% | $147,096-94.8% | $145,877-94.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -69.23% | 98.49%-167.7pp | 419.75%-489.0pp | 551.28%-620.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $56,167 | $8,429+566.4% | $8,071+595.9% | $6,691+739.5% |
| Admin fee / account holder | $48,500 | $15,050+222.3% | $13,005+272.9% | $13,402+261.9% |