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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 | $6,590 | $58,311-88.7% | $81,882-92.0% | $80,959-91.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | -78.64% | 41.85%-120.5pp | 779.47%-858.1pp | 35.67%-114.3pp |
| Employer contribution / active EE | $5,667 | $2,347+141.5% | $2,916+94.3% | $2,757+105.5% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,062 | $4,752-77.6% | $7,360-85.6% | $6,925-84.7% |