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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 | $2,108 | $54,357-96.1% | $82,706-97.5% | $68,495-96.9% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -45.72% | -13.67%-32.1pp | 701.76%-747.5pp | -7.84%-37.9pp |
| Employer contribution / active EE | $788 | $2,218-64.5% | $3,007-73.8% | $2,596-69.6% |
| Participant deferral / active EE | $952 | $3,246-70.7% | $4,394-78.3% | $4,028-76.4% |
| Admin fee / account holder | $513 | $4,396-88.3% | $5,329-90.4% | $5,403-90.5% |