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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 | $4,753 | $90,691-94.8% | $76,119-93.8% | $145,884-96.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -51.66% | 624.52%-676.2pp | 361.25%-412.9pp | 551.85%-603.5pp |
| Employer contribution / active EE | $710 | $3,329-78.7% | $2,693-73.6% | $4,662-84.8% |
| Participant deferral / active EE | $1,601 | $5,167-69.0% | $4,259-62.4% | $6,690-76.1% |
| Admin fee / account holder | $4,067 | $8,383-51.5% | $6,421-36.7% | $13,392-69.6% |