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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 | $3,921 | $57,285-93.2% | $86,605-95.5% | $75,173-94.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -86.93% | 2671.04%-2758.0pp | 591.39%-678.3pp | 160.65%-247.6pp |
| Employer contribution / active EE | $3,231 | $2,315+39.6% | $3,023+6.9% | $2,670+21.0% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,703 | $4,112-58.6% | $5,611-69.7% | $5,651-69.9% |