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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 | $6,609 | $82,630-92.0% | $64,105-89.7% | $125,389-94.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -58.42% | 1489.72%-1548.1pp | 791.24%-849.7pp | 282.24%-340.7pp |
| Employer contribution / active EE | $1,243 | $2,671-53.5% | $1,820-31.7% | $4,866-74.5% |
| Participant deferral / active EE | $3,549 | $3,608-1.7% | $2,822+25.8% | $5,352-33.7% |
| Admin fee / account holder | $2,645 | $6,382-58.5% | $4,499-41.2% | $9,541-72.3% |