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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 | $6,674 | $105,867-93.7% | $90,760-92.6% | $134,532-95.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -112.86% | -10.99%-101.9pp | -12.16%-100.7pp | 418.27%-531.1pp |
| Employer contribution / active EE | $11,159 | $3,464+222.2% | $2,922+282.0% | $4,741+135.4% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,576 | $13,936-74.3% | $8,444-57.6% | $11,429-68.7% |