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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 | $2,345 | $67,396-96.5% | $60,919-96.2% | $134,545-98.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -37.18% | 50.12%-87.3pp | 16.96%-54.1pp | 418.37%-455.5pp |
| Employer contribution / active EE | $1,036 | $3,101-66.6% | $2,704-61.7% | $4,742-78.2% |
| Participant deferral / active EE | $1,554 | $4,534-65.7% | $3,814-59.3% | $6,401-75.7% |
| Admin fee / account holder | $363 | $4,590-92.1% | $3,228-88.8% | $11,431-96.8% |