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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 | $7,431 | $125,389-94.1% | $279,946-97.3% | $125,389-94.1% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.3%+8.2pp | 83.2%+4.3pp |
| Annual return | -12.54% | 282.24%-294.8pp | 5.50%-18.0pp | 282.24%-294.8pp |
| Employer contribution / active EE | $0 | $4,866-100.0% | $4,807-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,872 | $5,352-65.0% | $6,085-69.2% | $5,352-65.0% |
| Admin fee / account holder | $726 | $9,541-92.4% | $13,889-94.8% | $9,541-92.4% |