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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 | $6,126 | $101,752-94.0% | $164,928-96.3% | $80,911-92.4% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.6%+28.6pp |
| Annual return | -95.07% | 16.73%-111.8pp | 70.08%-165.1pp | 35.63%-130.7pp |
| Employer contribution / active EE | $2,599 | $2,953-12.0% | $4,343-40.2% | $2,756-5.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $539 | $8,218-93.4% | $12,684-95.8% | $6,935-92.2% |