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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 | $10,818 | $48,274-77.6% | $63,244-82.9% | $59,633-81.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -2.99% | -240.79%+237.8pp | -70.31%+67.3pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,724 | $1,586+8.7% | $2,322-25.8% | $2,203-21.7% |
| Participant deferral / active EE | $1,550 | $2,343-33.8% | $2,953-47.5% | $3,192-51.4% |
| Admin fee / account holder | $644 | $3,600-82.1% | $5,893-89.1% | $4,297-85.0% |