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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 | $4,263 | $105,861-96.0% | $90,756-95.3% | $134,509-96.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.36% | -10.99%-9.4pp | -12.16%-8.2pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,071 | $5,217-22.0% | $4,565-10.8% | $6,400-36.4% |
| Admin fee / account holder | $2,184 | $13,938-84.3% | $8,445-74.1% | $11,427-80.9% |