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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 | $3,604 | $100,203-96.4% | $85,240-95.8% | $145,897-97.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -24.69% | 84.28%-109.0pp | 66.75%-91.4pp | 552.29%-577.0pp |
| Employer contribution / active EE | $19,084 | $3,242+488.7% | $2,735+597.7% | $4,663+309.3% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $130,803 | $7,265+1700.4% | $6,165+2021.8% | $13,390+876.8% |