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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 | $2,178 | $92,743-97.7% | $82,744-97.4% | $134,532-98.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.97% | 946.63%-971.6pp | 702.22%-727.2pp | 418.27%-443.2pp |
| Employer contribution / active EE | $432 | $3,273-86.8% | $3,008-85.6% | $4,741-90.9% |
| Participant deferral / active EE | $2,582 | $4,802-46.2% | $4,395-41.3% | $6,401-59.7% |
| Admin fee / account holder | $763 | $5,977-87.2% | $5,325-85.7% | $11,429-93.3% |