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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 | $5,639 | $89,364-93.7% | $141,177-96.0% | $72,983-92.3% |
| Participation rate | 90.6% | 75.1%+15.4pp | 82.5%+8.1pp | 69.5%+21.1pp |
| Annual return | -56.46% | 111.86%-168.3pp | 71.40%-127.9pp | 81.01%-137.5pp |
| Employer contribution / active EE | $758 | $3,115-75.7% | $4,736-84.0% | $2,440-68.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $428 | $5,959-92.8% | $10,263-95.8% | $5,124-91.6% |