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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 | $654 | $152,542-99.6% | $117,498-99.4% | $134,509-99.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -156.75% | 53.02%-209.8pp | 29.75%-186.5pp | 418.13%-574.9pp |
| Employer contribution / active EE | $679 | $5,574-87.8% | $4,178-83.8% | $4,741-85.7% |
| Participant deferral / active EE | $1,237 | $4,819-74.3% | $4,071-69.6% | $6,400-80.7% |
| Admin fee / account holder | $1,176 | $7,006-83.2% | $5,646-79.2% | $11,427-89.7% |