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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 | $4,644 | $54,370-91.5% | $82,763-94.4% | $68,490-93.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -42.44% | -13.67%-28.8pp | 702.45%-744.9pp | -7.85%-34.6pp |
| Employer contribution / active EE | $874 | $2,219-60.6% | $3,008-70.9% | $2,597-66.3% |
| Participant deferral / active EE | $1,063 | $3,247-67.3% | $4,395-75.8% | $4,028-73.6% |
| Admin fee / account holder | $1,380 | $4,398-68.6% | $5,325-74.1% | $5,403-74.5% |