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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 | $4,548 | $86,288-94.7% | $111,306-95.9% | $85,851-94.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -22.27% | 19.99%-42.3pp | 54.67%-76.9pp | 318.63%-340.9pp |
| Employer contribution / active EE | $580 | $2,044-71.6% | $2,732-78.8% | $2,565-77.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $407 | $8,189-95.0% | $7,966-94.9% | $6,261-93.5% |