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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 | $4,417 | $106,749-95.9% | $145,433-97.0% | $82,448-94.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -71.64% | 27.59%-99.2pp | 66.58%-138.2pp | 41.64%-113.3pp |
| Employer contribution / active EE | $3,733 | $3,444+8.4% | $4,554-18.0% | $2,551+46.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,578 | $8,390-69.3% | $13,129-80.4% | $7,234-64.4% |