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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 | $1,120 | $70,917-98.4% | $98,920-98.9% | $73,497-98.5% |
| Participation rate | 85.1% | 73.8%+11.3pp | 76.0%+9.1pp | 70.7%+14.5pp |
| Annual return | -182.71% | 34.18%-216.9pp | 196.47%-379.2pp | 28.51%-211.2pp |
| Employer contribution / active EE | $7,834 | $2,037+284.6% | $2,689+191.3% | $2,270+245.1% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $688 | $535+28.6% | $6,643-89.6% | $513+34.1% |