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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 | $1,275 | $121,701-99.0% | $104,639-98.8% | $158,982-99.2% |
| Participation rate | 92.3% | 77.5%+14.8pp | 74.1%+18.2pp | 82.0%+10.3pp |
| Annual return | -55.51% | 465.72%-521.2pp | 340.67%-396.2pp | 302.99%-358.5pp |
| Employer contribution / active EE | $592 | $3,165-81.3% | $2,682-77.9% | $4,763-87.6% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $649 | $7,778-91.7% | $6,465-90.0% | $11,252-94.2% |