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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 | $4,035 | $110,137-96.3% | $161,149-97.5% | $82,637-95.1% |
| Participation rate | 96.3% | 72.4%+23.9pp | 78.8%+17.5pp | 68.1%+28.2pp |
| Annual return | -96.76% | 20.69%-117.4pp | 21.16%-117.9pp | 53.51%-150.3pp |
| Employer contribution / active EE | $3,984 | $2,856+39.5% | $4,360-8.6% | $2,552+56.1% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,326 | $9,467-75.4% | $15,194-84.7% | $7,339-68.3% |