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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 | $1,018 | $77,157-98.7% | $108,405-99.1% | $85,851-98.8% |
| Participation rate | 96.3% | 74.7%+21.6pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | -366.63% | 44.55%-411.2pp | 905.55%-1272.2pp | 318.63%-685.3pp |
| Employer contribution / active EE | $12,934 | $2,379+443.6% | $3,559+263.4% | $2,565+404.2% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,370 | $5,174-34.9% | $7,297-53.8% | $6,261-46.2% |