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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 | $2,803 | $73,988-96.2% | $96,538-97.1% | $75,177-96.3% |
| Participation rate | 98.9% | 66.4%+32.4pp | 74.3%+24.5pp | 67.2%+31.7pp |
| Annual return | -84.05% | 26.73%-110.8pp | 35.74%-119.8pp | 160.75%-244.8pp |
| Employer contribution / active EE | $1,751 | $2,930-40.3% | $3,740-53.2% | $2,671-34.5% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $367 | $5,220-93.0% | $6,737-94.6% | $5,651-93.5% |