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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 | $241 | $162,529-99.9% | $130,788-99.8% | $154,746-99.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | -61.39% | 510.48%-571.9pp | 386.44%-447.8pp | 172.34%-233.7pp |
| Employer contribution / active EE | $120 | $4,447-97.3% | $3,558-96.6% | $4,379-97.3% |
| Participant deferral / active EE | $1,980 | $4,808-58.8% | $4,137-52.1% | $6,730-70.6% |
| Admin fee / account holder | $9,533 | $7,669+24.3% | $6,673+42.9% | $14,365-33.6% |