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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 | $4,976 | $106,549-95.3% | $91,225-94.5% | $134,509-96.3% |
| Participation rate | 89.5% | 76.8%+12.7pp | 73.2%+16.3pp | 81.2%+8.2pp |
| Annual return | -55.65% | 160.73%-216.4pp | 114.10%-169.7pp | 418.13%-473.8pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,030 | $4,719-57.0% | $4,234-52.1% | $6,400-68.3% |
| Admin fee / account holder | $3,098 | $6,234-50.3% | $5,422-42.9% | $11,427-72.9% |