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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 | $10,801 | $81,208-86.7% | $98,920-89.1% | $79,856-86.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -92.99% | 60.99%-154.0pp | 196.47%-289.5pp | 31.71%-124.7pp |
| Employer contribution / active EE | $4,882 | $1,960+149.1% | $2,689+81.5% | $2,471+97.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $848 | $6,013-85.9% | $6,643-87.2% | $5,306-84.0% |