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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 | $2,331 | $109,904-97.9% | $97,167-97.6% | $145,959-98.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -91.02% | 243.43%-334.5pp | 75.27%-166.3pp | 561.95%-653.0pp |
| Employer contribution / active EE | $1,556 | $3,084-49.6% | $2,729-43.0% | $4,661-66.6% |
| Participant deferral / active EE | $1,809 | $4,676-61.3% | $4,264-57.6% | $6,689-73.0% |
| Admin fee / account holder | $1,752 | $6,216-71.8% | $5,650-69.0% | $13,398-86.9% |