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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 | $4,879 | $100,139-95.1% | $85,187-94.3% | $145,884-96.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -8.06% | 84.15%-92.2pp | 66.67%-74.7pp | 551.85%-559.9pp |
| Employer contribution / active EE | $412 | $3,238-87.3% | $2,732-84.9% | $4,662-91.2% |
| Participant deferral / active EE | $991 | $5,296-81.3% | $4,525-78.1% | $6,690-85.2% |
| Admin fee / account holder | $810 | $7,262-88.8% | $6,162-86.9% | $13,392-94.0% |