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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 | $830 | $76,522-98.9% | $56,033-98.5% | $145,884-99.4% |
| Participation rate | 78.3% | 63.2%+15.0pp | 52.5%+25.8pp | 80.3%-2.0pp |
| Annual return | -0.86% | 3014.28%-3015.1pp | 1711.38%-1712.2pp | 551.85%-552.7pp |
| Employer contribution / active EE | $101 | $1,382-92.7% | $1,041-90.3% | $4,662-97.8% |
| Participant deferral / active EE | $403 | $2,624-84.6% | $1,954-79.4% | $6,690-94.0% |
| Admin fee / account holder | $1,508 | $3,328-54.7% | $2,827-46.7% | $13,392-88.7% |