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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 | $12,219 | $48,274-74.7% | $63,244-80.7% | $59,633-79.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -4.26% | -240.79%+236.5pp | -70.31%+66.0pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $283 | $1,586-82.1% | $2,322-87.8% | $2,203-87.1% |
| Participant deferral / active EE | $2,058 | $2,343-12.2% | $2,953-30.3% | $3,192-35.5% |
| Admin fee / account holder | $1,664 | $3,600-53.8% | $5,893-71.8% | $4,297-61.3% |