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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 | $3,240 | $93,117-96.5% | $77,096-95.8% | $134,532-97.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -39.87% | 62.67%-102.5pp | 42.35%-82.2pp | 418.27%-458.1pp |
| Employer contribution / active EE | $895 | $3,420-73.8% | $2,814-68.2% | $4,741-81.1% |
| Participant deferral / active EE | $1,816 | $5,241-65.4% | $4,429-59.0% | $6,401-71.6% |
| Admin fee / account holder | $401 | $6,948-94.2% | $5,428-92.6% | $11,429-96.5% |