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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 | $14,436 | $176,402-91.8% | $134,162-89.2% | $158,982-90.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -57.62% | 63.66%-121.3pp | 36.35%-94.0pp | 302.99%-360.6pp |
| Employer contribution / active EE | $10,605 | $5,042+110.3% | $3,705+186.2% | $4,763+122.7% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,344 | $8,719-84.6% | $6,685-79.9% | $11,252-88.1% |