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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 | $2,032 | $93,098-97.8% | $77,081-97.4% | $134,509-98.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -82.28% | 62.63%-144.9pp | 42.33%-124.6pp | 418.13%-500.4pp |
| Employer contribution / active EE | $1,554 | $3,419-54.6% | $2,813-44.8% | $4,741-67.2% |
| Participant deferral / active EE | $1,580 | $5,239-69.8% | $4,428-64.3% | $6,400-75.3% |
| Admin fee / account holder | $1,163 | $6,945-83.3% | $5,427-78.6% | $11,427-89.8% |