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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 | $4,830 | $107,809-95.5% | $90,657-94.7% | $135,380-96.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -11.89% | -0.90%-11.0pp | 1.89%-13.8pp | 519.81%-531.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,240 | $3,872-16.3% | $3,424-5.4% | $5,609-42.2% |
| Admin fee / account holder | $379 | $5,931-93.6% | $4,994-92.4% | $10,828-96.5% |