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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 | $3,350 | $54,357-93.8% | $82,706-95.9% | $68,495-95.1% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -20.03% | -13.67%-6.4pp | 701.76%-721.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,227 | $3,246-62.2% | $4,394-72.1% | $4,028-69.5% |
| Admin fee / account holder | $484 | $4,396-89.0% | $5,329-90.9% | $5,403-91.0% |