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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 | $2,523 | $133,981-98.1% | $112,249-97.8% | $134,532-98.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -52.43% | 47.16%-99.6pp | 27.48%-79.9pp | 418.27%-470.7pp |
| Employer contribution / active EE | $1,685 | $4,040-58.3% | $3,636-53.7% | $4,741-64.5% |
| Participant deferral / active EE | $2,185 | $5,292-58.7% | $4,729-53.8% | $6,401-65.9% |
| Admin fee / account holder | $887 | $7,492-88.2% | $6,412-86.2% | $11,429-92.2% |