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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 | $3,293 | $106,551-96.9% | $91,225-96.4% | $134,532-97.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -59.59% | 160.78%-220.4pp | 114.12%-173.7pp | 418.27%-477.9pp |
| Employer contribution / active EE | $2,236 | $3,331-32.9% | $2,851-21.6% | $4,741-52.8% |
| Participant deferral / active EE | $2,301 | $4,718-51.2% | $4,233-45.6% | $6,401-64.1% |
| Admin fee / account holder | $1,903 | $6,234-69.5% | $5,422-64.9% | $11,429-83.4% |