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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 | $4,005 | $93,117-95.7% | $77,096-94.8% | $134,532-97.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -29.28% | 62.67%-91.9pp | 42.35%-71.6pp | 418.27%-447.5pp |
| Employer contribution / active EE | $1,050 | $3,420-69.3% | $2,814-62.7% | $4,741-77.9% |
| Participant deferral / active EE | $2,113 | $5,241-59.7% | $4,429-52.3% | $6,401-67.0% |
| Admin fee / account holder | $462 | $6,948-93.3% | $5,428-91.5% | $11,429-96.0% |