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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 | $16,006 | $82,678-80.6% | $125,391-87.2% | $68,490-76.6% |
| Participation rate | 98.6% | 75.1%+23.6pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -88.17% | -5.97%-82.2pp | 572.41%-660.6pp | -7.85%-80.3pp |
| Employer contribution / active EE | $16,134 | $3,382+377.0% | $4,816+235.0% | $2,597+521.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,119 | $6,277+13.4% | $10,009-28.9% | $5,403+31.8% |