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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 | $3,332 | $95,915-96.5% | $79,580-95.8% | $134,532-97.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -35.54% | -2.71%-32.8pp | 0.15%-35.7pp | 418.27%-453.8pp |
| Employer contribution / active EE | $1,352 | $3,129-56.8% | $2,413-44.0% | $4,741-71.5% |
| Participant deferral / active EE | $1,829 | $4,693-61.0% | $3,985-54.1% | $6,401-71.4% |
| Admin fee / account holder | $610 | $9,132-93.3% | $6,835-91.1% | $11,429-94.7% |