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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 | $1,629 | $72,177-97.7% | $115,038-98.6% | $59,633-97.3% |
| Participation rate | 85.4% | 72.6%+12.8pp | 81.4%+4.0pp | 68.7%+16.7pp |
| Annual return | -89.63% | 12.02%-101.7pp | 26.14%-115.8pp | 2041.45%-2131.1pp |
| Employer contribution / active EE | $3,133 | $2,841+10.3% | $4,608-32.0% | $2,203+42.2% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $847 | $4,927-82.8% | $8,175-89.6% | $4,297-80.3% |