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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 | $9,129 | $45,566-80.0% | $64,105-85.8% | $59,633-84.7% |
| Participation rate | 96.1% | 60.2%+35.9pp | 68.2%+27.9pp | 68.7%+27.4pp |
| Annual return | -12.63% | 4.95%-17.6pp | 791.24%-803.9pp | 2041.40%-2054.0pp |
| Employer contribution / active EE | $784 | $934-16.0% | $1,820-56.9% | $2,203-64.4% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,295 | $3,268-29.8% | $4,499-49.0% | $4,297-46.6% |