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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 | $3,420 | $58,828-94.2% | $78,002-95.6% | $62,881-94.6% |
| Participation rate | 94.4% | 71.1%+23.4pp | 75.5%+18.9pp | 69.3%+25.1pp |
| Annual return | -181.54% | 17.16%-198.7pp | 425.99%-607.5pp | 20.14%-201.7pp |
| Employer contribution / active EE | $16,365 | $1,672+878.9% | $2,470+562.5% | $2,281+617.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,065 | $4,393+129.1% | $5,481+83.6% | $4,296+134.3% |