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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 | $12,229 | $77,638-84.2% | $156,551-92.2% | $62,881-80.6% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | -0.41% | 50.33%-50.7pp | 32.23%-32.6pp | 20.14%-20.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,168 | $3,046-61.7% | $4,871-76.0% | $3,203-63.5% |
| Admin fee / account holder | $1,299 | $5,561-76.6% | $13,028-90.0% | $4,296-69.8% |