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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 | $4,173 | $92,743-95.5% | $82,744-95.0% | $134,532-96.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -45.83% | 946.63%-992.5pp | 702.22%-748.0pp | 418.27%-464.1pp |
| Employer contribution / active EE | $1,430 | $3,273-56.3% | $3,008-52.5% | $4,741-69.8% |
| Participant deferral / active EE | $2,973 | $4,802-38.1% | $4,395-32.3% | $6,401-53.5% |
| Admin fee / account holder | $498 | $5,977-91.7% | $5,325-90.6% | $11,429-95.6% |