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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 | $463 | $58,391-99.2% | $76,667-99.4% | $72,976-99.4% |
| Participation rate | 90.6% | 67.4%+23.3pp | 72.1%+18.5pp | 69.5%+21.1pp |
| Annual return | -101.04% | 2306.65%-2407.7pp | 1166.74%-1267.8pp | 81.02%-182.1pp |
| Employer contribution / active EE | $539 | $1,787-69.9% | $2,303-76.6% | $2,440-77.9% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $434 | $4,014-89.2% | $6,423-93.2% | $5,124-91.5% |