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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 | $4,211 | $102,382-95.9% | $147,005-97.1% | $80,874-94.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -186.77% | 134.89%-321.7pp | 418.76%-605.5pp | 35.62%-222.4pp |
| Employer contribution / active EE | $9,457 | $3,715+154.6% | $4,934+91.7% | $2,756+243.2% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,175 | $7,942-60.0% | $13,006-75.6% | $6,935-54.2% |