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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 | $4,531 | $118,708-96.2% | $98,920-95.4% | $158,966-97.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | -58.13% | 372.49%-430.6pp | 196.47%-254.6pp | 302.95%-361.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,550 | $5,089-49.9% | $4,245-39.9% | $5,983-57.4% |
| Admin fee / account holder | $2,311 | $10,134-77.2% | $6,643-65.2% | $11,250-79.5% |