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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 | $521 | $60,349-99.1% | $74,184-99.3% | $62,881-99.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -100.58% | 21.38%-122.0pp | 17.74%-118.3pp | 20.14%-120.7pp |
| Employer contribution / active EE | $1,310 | $1,680-22.1% | $2,370-44.7% | $2,281-42.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $633 | $4,261-85.1% | $5,586-88.7% | $4,296-85.3% |