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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 | $11,915 | $68,394-82.6% | $94,672-87.4% | $75,177-84.2% |
| Participation rate | 97.4% | 76.1%+21.4pp | 80.8%+16.6pp | 67.2%+30.2pp |
| Annual return | -61.33% | 616.92%-678.3pp | 156.89%-218.2pp | 160.75%-222.1pp |
| Employer contribution / active EE | $8,289 | $2,701+206.9% | $3,673+125.7% | $2,671+210.3% |
| Participant deferral / active EE | $0 | $6,536-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,258 | $5,326-20.1% | $7,222-41.0% | $5,651-24.7% |