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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 | $1,937 | $133,981-98.6% | $112,249-98.3% | $134,532-98.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.55% | 47.16%-74.7pp | 27.48%-55.0pp | 418.27%-445.8pp |
| Employer contribution / active EE | $1,361 | $4,040-66.3% | $3,636-62.6% | $4,741-71.3% |
| Participant deferral / active EE | $2,041 | $5,292-61.4% | $4,729-56.8% | $6,401-68.1% |
| Admin fee / account holder | $3,154 | $7,492-57.9% | $6,412-50.8% | $11,429-72.4% |