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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 | $5,100 | $102,422-95.0% | $147,117-96.5% | $80,959-93.7% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | -76.90% | 135.16%-212.1pp | 420.54%-497.4pp | 35.67%-112.6pp |
| Employer contribution / active EE | $2,157 | $3,717-42.0% | $4,932-56.3% | $2,757-21.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $437 | $7,953-94.5% | $12,993-96.6% | $6,925-93.7% |