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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 | $2,876 | $52,279-94.5% | $89,435-96.8% | $79,856-96.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -94.48% | 22.16%-116.6pp | 245.55%-340.0pp | 31.71%-126.2pp |
| Employer contribution / active EE | $2,815 | $1,572+79.1% | $2,587+8.8% | $2,471+13.9% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,172 | $3,356-65.1% | $4,884-76.0% | $5,306-77.9% |