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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 | $5,445 | $78,423-93.1% | $95,964-94.3% | $79,856-93.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -5.85% | 19.37%-25.2pp | 91.64%-97.5pp | 31.71%-37.6pp |
| Employer contribution / active EE | $609 | $1,945-68.7% | $2,541-76.0% | $2,471-75.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $415 | $5,622-92.6% | $6,797-93.9% | $5,306-92.2% |