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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 | $13,855 | $95,979-85.6% | $74,551-81.4% | $135,380-89.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -38.74% | 56.97%-95.7pp | 32.53%-71.3pp | 519.81%-558.5pp |
| Employer contribution / active EE | $4,695 | $2,716+72.8% | $1,961+139.4% | $4,779-1.8% |
| Participant deferral / active EE | $7,512 | $3,844+95.4% | $3,108+141.7% | $5,609+33.9% |
| Admin fee / account holder | $1,007 | $6,522-84.6% | $5,059-80.1% | $10,828-90.7% |