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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 | $16,895 | $150,447-88.8% | $136,298-87.6% | $147,586-88.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -36.71% | 1049.15%-1085.9pp | 5156.27%-5193.0pp | 578.59%-615.3pp |
| Employer contribution / active EE | $9,783 | $5,256+86.1% | $4,696+108.3% | $4,876+100.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,134 | $10,906-52.9% | $9,244-44.5% | $10,886-52.8% |