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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 | $3,670 | $134,001-97.3% | $112,258-96.7% | $134,509-97.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -126.34% | 47.15%-173.5pp | 27.47%-153.8pp | 418.13%-544.5pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,000 | $5,291-5.5% | $4,728+5.7% | $6,400-21.9% |
| Admin fee / account holder | $5,042 | $7,491-32.7% | $6,411-21.4% | $11,427-55.9% |