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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 | $160,028-95.2% | $147,080-94.8% | $145,884-94.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -69.23% | 98.60%-167.8pp | 420.17%-489.4pp | 551.85%-621.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $56,167 | $8,422+566.9% | $8,066+596.3% | $6,690+739.6% |
| Admin fee / account holder | $48,500 | $15,030+222.7% | $12,989+273.4% | $13,392+262.2% |