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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 | $8,618 | $85,766-90.0% | $136,298-93.7% | $70,126-87.7% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | -94.79% | 31.46%-126.3pp | 5156.27%-5251.1pp | 73.15%-167.9pp |
| Employer contribution / active EE | $6,799 | $2,966+129.2% | $4,696+44.8% | $2,343+190.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $585 | $5,421-89.2% | $9,244-93.7% | $4,645-87.4% |