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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 | $16,959 | $63,346-73.2% | $92,240-81.6% | $70,126-75.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -12.59% | 530.19%-542.8pp | 176.29%-188.9pp | 73.15%-85.7pp |
| Employer contribution / active EE | $1,754 | $2,471-29.0% | $3,680-52.3% | $2,343-25.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,318 | $3,841-39.7% | $5,194-55.4% | $4,645-50.1% |