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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 | $3,954 | $92,743-95.7% | $82,744-95.2% | $134,532-97.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -32.41% | 946.63%-979.0pp | 702.22%-734.6pp | 418.27%-450.7pp |
| Employer contribution / active EE | $357 | $3,273-89.1% | $3,008-88.1% | $4,741-92.5% |
| Participant deferral / active EE | $13,230 | $4,802+175.5% | $4,395+201.1% | $6,401+106.7% |
| Admin fee / account holder | $12,631 | $5,977+111.3% | $5,325+137.2% | $11,429+10.5% |