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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 | $4,813 | $45,152-89.3% | $73,836-93.5% | $59,633-91.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.83% | 27.40%-30.2pp | 2268.06%-2270.9pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $1,428 | $1,901-24.9% | $2,787-48.8% | $2,203-35.2% |
| Participant deferral / active EE | $1,181 | $2,573-54.1% | $3,583-67.0% | $3,192-63.0% |
| Admin fee / account holder | $822 | $3,515-76.6% | $4,882-83.2% | $4,297-80.9% |