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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 | $1,972 | $209,422-99.1% | $178,503-98.9% | $158,982-98.8% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -12.76% | 188.81%-201.6pp | 151.12%-163.9pp | 302.99%-315.7pp |
| Employer contribution / active EE | $1,636 | $5,707-71.3% | $5,011-67.4% | $4,763-65.7% |
| Participant deferral / active EE | $6,786 | $5,955+13.9% | $5,202+30.4% | $5,983+13.4% |
| Admin fee / account holder | $130,594 | $17,079+664.6% | $13,987+833.7% | $11,252+1060.7% |