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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 | $3,236 | $226,090-98.6% | $182,531-98.2% | $152,885-97.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -77.91% | 192.57%-270.5pp | 148.57%-226.5pp | 345.39%-423.3pp |
| Employer contribution / active EE | $987 | $4,978-80.2% | $4,075-75.8% | $4,763-79.3% |
| Participant deferral / active EE | $1,767 | $6,369-72.3% | $5,525-68.0% | $5,851-69.8% |
| Admin fee / account holder | $45,429 | $10,705+324.4% | $8,593+428.7% | $11,598+291.7% |