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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 | $1,473 | $104,116-98.6% | $71,089-97.9% | $135,380-98.9% |
| Participation rate | 88.2% | 65.7%+22.6pp | 54.6%+33.6pp | 82.6%+5.6pp |
| Annual return | -38.66% | 1256.51%-1295.2pp | 650.65%-689.3pp | 519.81%-558.5pp |
| Employer contribution / active EE | $706 | $1,485-52.5% | $1,088-35.1% | $4,779-85.2% |
| Participant deferral / active EE | $913 | $2,524-63.8% | $1,873-51.2% | $5,609-83.7% |
| Admin fee / account holder | $326 | $4,142-92.1% | $3,082-89.4% | $10,828-97.0% |