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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 | $14,025 | $89,370-84.3% | $141,197-90.1% | $72,976-80.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -89.15% | 111.88%-201.0pp | 71.41%-160.6pp | 81.02%-170.2pp |
| Employer contribution / active EE | $14,360 | $3,115+361.0% | $4,736+203.2% | $2,440+488.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,735 | $5,957-3.7% | $10,265-44.1% | $5,124+11.9% |