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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 | $2,752 | $95,895-97.1% | $79,576-96.5% | $134,509-98.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -25.41% | -2.72%-22.7pp | 0.15%-25.6pp | 418.13%-443.5pp |
| Employer contribution / active EE | $903 | $3,128-71.1% | $2,413-62.6% | $4,741-80.9% |
| Participant deferral / active EE | $2,243 | $4,693-52.2% | $3,985-43.7% | $6,400-64.9% |
| Admin fee / account holder | $2,325 | $9,129-74.5% | $6,834-66.0% | $11,427-79.7% |