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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 | $6,892 | $92,743-92.6% | $82,744-91.7% | $134,532-94.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -101.65% | 946.63%-1048.3pp | 702.22%-803.9pp | 418.27%-519.9pp |
| Employer contribution / active EE | $10,853 | $3,273+231.6% | $3,008+260.8% | $4,741+128.9% |
| Participant deferral / active EE | $7,783 | $4,802+62.1% | $4,395+77.1% | $6,401+21.6% |
| Admin fee / account holder | $4,450 | $5,977-25.6% | $5,325-16.4% | $11,429-61.1% |