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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 | $4,294 | $103,392-95.8% | $87,104-95.1% | $152,897-97.2% |
| Participation rate | 90.9% | 79.4%+11.6pp | 76.9%+14.0pp | 82.5%+8.5pp |
| Annual return | -63.69% | 28.10%-91.8pp | 28.19%-91.9pp | 345.43%-409.1pp |
| Employer contribution / active EE | $5,376 | $3,221+66.9% | $2,521+113.2% | $4,764+12.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $711 | $12,194-94.2% | $7,491-90.5% | $11,599-93.9% |