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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 | $1,956 | $82,314-97.6% | $68,808-97.2% | $134,532-98.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -58.68% | -2.18%-56.5pp | -6.37%-52.3pp | 418.27%-477.0pp |
| Employer contribution / active EE | $1,117 | $3,301-66.2% | $2,656-58.0% | $4,741-76.4% |
| Participant deferral / active EE | $1,306 | $4,740-72.4% | $3,942-66.9% | $6,401-79.6% |
| Admin fee / account holder | $833 | $6,484-87.2% | $4,936-83.1% | $11,429-92.7% |