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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 | $4,188 | $89,364-95.3% | $141,177-97.0% | $72,983-94.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -19.01% | 111.86%-130.9pp | 71.40%-90.4pp | 81.01%-100.0pp |
| Employer contribution / active EE | $1,418 | $3,115-54.5% | $4,736-70.1% | $2,440-41.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,001 | $5,959-83.2% | $10,263-90.2% | $5,124-80.5% |