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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 | $1,312 | $88,815-98.5% | $81,882-98.4% | $145,897-99.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -3.17% | 1033.75%-1036.9pp | 779.47%-782.6pp | 552.29%-555.5pp |
| Employer contribution / active EE | $944 | $3,086-69.4% | $2,916-67.6% | $4,663-79.8% |
| Participant deferral / active EE | $944 | $4,647-79.7% | $4,323-78.2% | $6,689-85.9% |
| Admin fee / account holder | $314 | $8,434-96.3% | $7,360-95.7% | $13,390-97.7% |