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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 | $7,061 | $100,938-93.0% | $90,461-92.2% | $158,982-95.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -5.81% | 1727.20%-1733.0pp | 1294.76%-1300.6pp | 302.99%-308.8pp |
| Employer contribution / active EE | $216 | $3,691-94.2% | $3,264-93.4% | $4,763-95.5% |
| Participant deferral / active EE | $3,453 | $4,350-20.6% | $3,964-12.9% | $5,983-42.3% |
| Admin fee / account holder | $1,178 | $6,510-81.9% | $5,617-79.0% | $11,252-89.5% |