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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 | $22,537 | $102,393-78.0% | $147,041-84.7% | $80,911-72.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -77.83% | 134.95%-212.8pp | 419.21%-497.0pp | 35.63%-113.5pp |
| Employer contribution / active EE | $20,115 | $3,715+441.4% | $4,935+307.6% | $2,756+629.9% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,868 | $7,943+49.4% | $13,006-8.8% | $6,935+71.1% |