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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 | $2,013 | $92,684-97.8% | $82,706-97.6% | $134,509-98.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -90.40% | 945.84%-1036.2pp | 701.76%-792.2pp | 418.13%-508.5pp |
| Employer contribution / active EE | $487 | $3,272-85.1% | $3,007-83.8% | $4,741-89.7% |
| Participant deferral / active EE | $1,333 | $4,800-72.2% | $4,394-69.7% | $6,400-79.2% |
| Admin fee / account holder | $1,514 | $5,982-74.7% | $5,329-71.6% | $11,427-86.7% |