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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 | $4,199 | $78,707-94.7% | $117,861-96.4% | $70,126-94.0% |
| Participation rate | 85.7% | 73.2%+12.5pp | 79.7%+6.0pp | 69.5%+16.2pp |
| Annual return | -200.08% | 23.30%-223.4pp | 335.11%-535.2pp | 73.15%-273.2pp |
| Employer contribution / active EE | $7,890 | $2,223+254.9% | $3,786+108.4% | $2,343+236.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $496 | $5,066-90.2% | $8,021-93.8% | $4,645-89.3% |