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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 | $2,224 | $27,632-91.9% | $61,452-96.4% | $68,486-96.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -25.76% | -13.24%-12.5pp | 338.96%-364.7pp | -7.85%-17.9pp |
| Employer contribution / active EE | $842 | $696+21.1% | $1,160-27.3% | $2,597-67.6% |
| Participant deferral / active EE | $805 | $1,264-36.3% | $2,125-62.1% | $4,028-80.0% |
| Admin fee / account holder | $371 | $2,010-81.6% | $2,131-82.6% | $5,404-93.1% |