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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 | $8,696 | $97,732-91.1% | $83,831-89.6% | $135,380-93.6% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -37.68% | 1287.56%-1325.2pp | 850.99%-888.7pp | 519.81%-557.5pp |
| Employer contribution / active EE | $3,041 | $4,222-28.0% | $3,631-16.2% | $4,779-36.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $343 | $6,675-94.9% | $5,479-93.7% | $10,828-96.8% |