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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 | $1,778 | $142,409-98.8% | $119,634-98.5% | $134,545-98.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -99.83% | -12.46%-87.4pp | -14.98%-84.8pp | 418.37%-518.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,804 | $6,468-41.2% | $5,601-32.1% | $6,401-40.6% |
| Admin fee / account holder | $1,308 | $13,594-90.4% | $10,329-87.3% | $11,431-88.6% |