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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 | $1,475 | $98,776-98.5% | $149,745-99.0% | $79,856-98.2% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | -59.04% | 27.38%-86.4pp | 276.72%-335.8pp | 31.71%-90.7pp |
| Employer contribution / active EE | $3,351 | $3,217+4.2% | $4,646-27.9% | $2,471+35.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $419 | $6,053-93.1% | $9,312-95.5% | $5,306-92.1% |