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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 | $1,696 | $88,815-98.1% | $81,882-97.9% | $145,897-98.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -62.36% | 1033.75%-1096.1pp | 779.47%-841.8pp | 552.29%-614.6pp |
| Employer contribution / active EE | $530 | $3,086-82.8% | $2,916-81.8% | $4,663-88.6% |
| Participant deferral / active EE | $1,312 | $4,647-71.8% | $4,323-69.7% | $6,689-80.4% |
| Admin fee / account holder | $1,500 | $8,434-82.2% | $7,360-79.6% | $13,390-88.8% |