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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 | $8,546 | $84,685-89.9% | $73,836-88.4% | $125,389-93.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -36.76% | 3123.80%-3160.6pp | 2268.06%-2304.8pp | 282.24%-319.0pp |
| Employer contribution / active EE | $4,088 | $3,123+30.9% | $2,787+46.6% | $4,866-16.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $675 | $5,694-88.1% | $4,882-86.2% | $9,541-92.9% |