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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 | $3,240 | $111,830-97.1% | $93,696-96.5% | $145,884-97.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -14.44% | 204.08%-218.5pp | 133.74%-148.2pp | 551.85%-566.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,042 | $4,920-58.5% | $4,417-53.8% | $6,690-69.5% |
| Admin fee / account holder | $1,337 | $10,249-87.0% | $8,287-83.9% | $13,392-90.0% |