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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 | $159,934-95.2% | $147,005-94.8% | $145,959-94.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -69.23% | 98.24%-167.5pp | 418.76%-488.0pp | 561.95%-631.2pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $56,167 | $8,427+566.5% | $8,070+596.0% | $6,689+739.7% |
| Admin fee / account holder | $48,500 | $15,053+222.2% | $13,006+272.9% | $13,398+262.0% |