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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 | $3,120 | $67,372-95.4% | $60,906-94.9% | $134,532-97.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -22.93% | 50.05%-73.0pp | 16.94%-39.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,178 | $3,099-62.0% | $2,703-56.4% | $4,741-75.2% |
| Participant deferral / active EE | $2,137 | $4,532-52.9% | $3,814-44.0% | $6,401-66.6% |
| Admin fee / account holder | $336 | $4,588-92.7% | $3,227-89.6% | $11,429-97.1% |