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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 | $1,801 | $92,743-98.1% | $82,744-97.8% | $134,532-98.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -48.60% | 946.63%-995.2pp | 702.22%-750.8pp | 418.27%-466.9pp |
| Employer contribution / active EE | $1,062 | $3,273-67.5% | $3,008-64.7% | $4,741-77.6% |
| Participant deferral / active EE | $1,663 | $4,802-65.4% | $4,395-62.2% | $6,401-74.0% |
| Admin fee / account holder | $938 | $5,977-84.3% | $5,325-82.4% | $11,429-91.8% |