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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 | $3,168 | $95,915-96.7% | $79,580-96.0% | $134,532-97.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -27.57% | -2.71%-24.9pp | 0.15%-27.7pp | 418.27%-445.8pp |
| Employer contribution / active EE | $1,072 | $3,129-65.7% | $2,413-55.6% | $4,741-77.4% |
| Participant deferral / active EE | $2,252 | $4,693-52.0% | $3,985-43.5% | $6,401-64.8% |
| Admin fee / account holder | $1,200 | $9,132-86.9% | $6,835-82.4% | $11,429-89.5% |