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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 | $7,430 | $98,776-92.5% | $149,745-95.0% | $79,856-90.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -35.17% | 27.38%-62.5pp | 276.72%-311.9pp | 31.71%-66.9pp |
| Employer contribution / active EE | $1,030 | $3,217-68.0% | $4,646-77.8% | $2,471-58.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $500 | $6,053-91.7% | $9,312-94.6% | $5,306-90.6% |