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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 | $8,605 | $53,546-83.9% | $69,890-87.7% | $68,490-87.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -88.22% | -13.87%-74.4pp | 190.84%-279.1pp | -7.85%-80.4pp |
| Employer contribution / active EE | $9,285 | $2,019+359.9% | $2,560+262.6% | $2,597+257.6% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,755 | $4,693-41.3% | $6,267-56.0% | $5,403-49.0% |