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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 | $58,241-98.8% | $81,780-99.2% | $80,911-99.2% |
| Participation rate | 87.8% | 63.4%+24.4pp | 72.4%+15.4pp | 67.6%+20.2pp |
| Annual return | -166.08% | 41.73%-207.8pp | 776.27%-942.3pp | 35.63%-201.7pp |
| Employer contribution / active EE | $3,028 | $2,343+29.2% | $2,914+3.9% | $2,756+9.9% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,750 | $4,973-64.8% | $7,384-76.3% | $6,935-74.8% |