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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 | $3,392 | $70,121-95.2% | $63,803-94.7% | $138,895-97.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | -87.40% | 946.48%-1033.9pp | 543.72%-631.1pp | 145.39%-232.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,091 | $4,535-31.8% | $3,843-19.6% | $6,396-51.7% |
| Admin fee / account holder | $3,129 | $6,738-53.6% | $5,196-39.8% | $12,562-75.1% |