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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 | $664 | $67,352-99.0% | $60,899-98.9% | $134,509-99.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -63.56% | 49.99%-113.5pp | 16.92%-80.5pp | 418.13%-481.7pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $995 | $4,539-78.1% | $3,817-73.9% | $6,400-84.5% |
| Admin fee / account holder | $441 | $4,585-90.4% | $3,225-86.3% | $11,427-96.1% |