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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 | $226,135-98.6% | $182,558-98.2% | $152,909-97.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -77.91% | 192.60%-270.5pp | 148.59%-226.5pp | 345.46%-423.4pp |
| Employer contribution / active EE | $987 | $4,979-80.2% | $4,076-75.8% | $4,764-79.3% |
| Participant deferral / active EE | $1,767 | $6,371-72.3% | $5,526-68.0% | $5,851-69.8% |
| Admin fee / account holder | $45,429 | $10,707+324.3% | $8,594+428.6% | $11,601+291.6% |