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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 | $14,907 | $57,352-74.0% | $83,831-82.2% | $64,173-76.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -59.88% | 11.38%-71.3pp | 850.99%-910.9pp | 7.63%-67.5pp |
| Employer contribution / active EE | $7,949 | $2,546+212.3% | $3,631+118.9% | $2,381+233.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,852 | $4,046-29.5% | $5,479-47.9% | $4,887-41.6% |