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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 | $102,382-95.0% | $147,005-96.5% | $80,874-93.7% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | -76.90% | 134.89%-211.8pp | 418.76%-495.7pp | 35.62%-112.5pp |
| Employer contribution / active EE | $2,157 | $3,715-41.9% | $4,934-56.3% | $2,756-21.7% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $437 | $7,942-94.5% | $13,006-96.6% | $6,935-93.7% |