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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 | $5,611 | $58,828-90.5% | $78,002-92.8% | $62,881-91.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -11.22% | 17.16%-28.4pp | 425.99%-437.2pp | 20.14%-31.4pp |
| Employer contribution / active EE | $526 | $1,672-68.5% | $2,470-78.7% | $2,281-76.9% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $590 | $4,393-86.6% | $5,481-89.2% | $4,296-86.3% |