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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 | $4,857 | $123,854-96.1% | $69,623-93.0% | $145,884-96.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | -32.48% | 192.35%-224.8pp | 101.23%-133.7pp | 551.85%-584.3pp |
| Employer contribution / active EE | $416 | $2,673-84.4% | $1,709-75.7% | $4,662-91.1% |
| Participant deferral / active EE | $624 | $4,242-85.3% | $2,890-78.4% | $6,690-90.7% |
| Admin fee / account holder | $2,478 | $7,822-68.3% | $4,696-47.2% | $13,392-81.5% |