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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 | $5,452 | $60,119-90.9% | $90,430-94.0% | $79,858-93.2% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 69.6%+28.3pp |
| Annual return | -60.12% | 71.94%-132.1pp | 1293.73%-1353.8pp | 31.72%-91.8pp |
| Employer contribution / active EE | $3,601 | $2,068+74.2% | $3,262+10.4% | $2,471+45.7% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $547 | $3,976-86.2% | $5,613-90.3% | $5,306-89.7% |