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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 | $4,104 | $160,070-97.4% | $147,117-97.2% | $145,897-97.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | -150.34% | 98.69%-249.0pp | 420.54%-570.9pp | 552.29%-702.6pp |
| Employer contribution / active EE | $41,184 | $5,285+679.3% | $4,932+735.0% | $4,663+783.3% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $25,807 | $15,035+71.6% | $12,993+98.6% | $13,390+92.7% |