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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 | $4,060 | $95,664-95.8% | $76,902-94.7% | $139,487-97.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -14.88% | 55.03%-69.9pp | 37.91%-52.8pp | 373.84%-388.7pp |
| Employer contribution / active EE | $444 | $3,147-85.9% | $2,534-82.5% | $4,755-90.7% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $349 | $8,311-95.8% | $5,479-93.6% | $11,407-96.9% |