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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 | $4,270 | $34,316-87.6% | $74,722-94.3% | $72,975-94.1% |
| Participation rate | 98.6% | 42.4%+56.2pp | 54.5%+44.1pp | 69.5%+29.1pp |
| Annual return | -0.36% | 26.58%-26.9pp | 753.11%-753.5pp | 81.01%-81.4pp |
| Employer contribution / active EE | $357 | $692-48.4% | $1,084-67.1% | $2,440-85.4% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,963-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,158 | $2,125-45.5% | $3,335-65.3% | $5,124-77.4% |