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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 | $2,081 | $78,694-97.4% | $67,652-96.9% | $125,389-98.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.47% | 9.46%-14.9pp | 6625.40%-6630.9pp | 282.24%-287.7pp |
| Employer contribution / active EE | $1,585 | $3,044-47.9% | $2,266-30.0% | $4,866-67.4% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $304 | $7,403-95.9% | $4,821-93.7% | $9,541-96.8% |