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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 | $1,870 | $54,355-96.6% | $82,744-97.7% | $68,486-97.3% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -731.83% | -13.67%-718.2pp | 702.22%-1434.1pp | -7.85%-724.0pp |
| Employer contribution / active EE | $707 | $2,219-68.1% | $3,008-76.5% | $2,597-72.8% |
| Participant deferral / active EE | $1,843 | $3,246-43.2% | $4,395-58.1% | $4,028-54.3% |
| Admin fee / account holder | $311 | $4,397-92.9% | $5,325-94.2% | $5,404-94.2% |