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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 | $3,038 | $97,125-96.9% | $86,233-96.5% | $137,256-97.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -52.68% | 74.19%-126.9pp | 61.39%-114.1pp | 220.34%-273.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $952 | $5,180-81.6% | $4,559-79.1% | $6,407-85.1% |
| Admin fee / account holder | $66,000 | $9,725+578.7% | $8,342+691.2% | $12,270+437.9% |