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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 | $2,703 | $64,729-95.8% | $112,263-97.6% | $68,490-96.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -57.19% | -11.40%-45.8pp | 27.49%-84.7pp | -7.85%-49.3pp |
| Employer contribution / active EE | $827 | $2,746-69.9% | $3,636-77.3% | $2,597-68.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $432 | $5,222-91.7% | $6,410-93.3% | $5,403-92.0% |