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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 | $7,773 | $77,638-90.0% | $156,551-95.0% | $62,881-87.6% |
| Participation rate | 84.0% | 71.2%+12.8pp | 84.0%0pp | 69.3%+14.7pp |
| Annual return | -0.87% | 50.33%-51.2pp | 32.23%-33.1pp | 20.14%-21.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,750 | $3,046-42.5% | $4,871-64.1% | $3,203-45.4% |
| Admin fee / account holder | $1,854 | $5,561-66.7% | $13,028-85.8% | $4,296-56.8% |