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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 | $2,846 | $37,446-92.4% | $77,552-96.3% | $79,856-96.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | -77.85% | 39.76%-117.6pp | 54.82%-132.7pp | 31.71%-109.6pp |
| Employer contribution / active EE | $1,216 | $637+90.8% | $987+23.2% | $2,471-50.8% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $453 | $2,506-81.9% | $2,859-84.1% | $5,306-91.5% |