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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 | $676 | $58,311-98.8% | $81,882-99.2% | $80,959-99.2% |
| Participation rate | 87.8% | 63.5%+24.3pp | 72.4%+15.4pp | 67.7%+20.1pp |
| Annual return | -166.08% | 41.85%-207.9pp | 779.47%-945.6pp | 35.67%-201.7pp |
| Employer contribution / active EE | $3,028 | $2,347+29.1% | $2,916+3.9% | $2,757+9.8% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,750 | $4,752-63.2% | $7,360-76.2% | $6,925-74.7% |