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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 | $3,661 | $100,805-96.4% | $86,698-95.8% | $134,532-97.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -95.68% | 29.09%-124.8pp | 35.95%-131.6pp | 418.27%-513.9pp |
| Employer contribution / active EE | $2,366 | $3,490-32.2% | $2,837-16.6% | $4,741-50.1% |
| Participant deferral / active EE | $2,372 | $5,339-55.6% | $4,656-49.1% | $6,401-62.9% |
| Admin fee / account holder | $1,874 | $10,925-82.8% | $7,493-75.0% | $11,429-83.6% |