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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 | $4,770 | $56,197-91.5% | $67,652-92.9% | $59,633-92.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.94% | 18508.10%-18511.0pp | 6625.40%-6628.3pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $967 | $1,615-40.1% | $2,266-57.3% | $2,203-56.1% |
| Participant deferral / active EE | $2,301 | $2,844-19.1% | $3,560-35.4% | $3,192-27.9% |
| Admin fee / account holder | $780 | $3,958-80.3% | $4,821-83.8% | $4,297-81.9% |