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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 | $4,137 | $106,247-96.1% | $96,515-95.7% | $139,466-97.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -45.53% | 38.47%-84.0pp | 35.73%-81.3pp | 373.66%-419.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,395 | $5,456-56.1% | $4,880-50.9% | $6,712-64.3% |
| Admin fee / account holder | $2,011 | $7,885-74.5% | $6,735-70.2% | $11,409-82.4% |