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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 | $13,095 | $102,422-87.2% | $147,117-91.1% | $80,959-83.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -147.29% | 135.16%-282.4pp | 420.54%-567.8pp | 35.67%-183.0pp |
| Employer contribution / active EE | $24,450 | $3,717+557.7% | $4,932+395.7% | $2,757+786.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,426 | $7,953-31.8% | $12,993-58.2% | $6,925-21.6% |