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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 | $6,494 | $54,357-88.1% | $82,706-92.1% | $68,495-90.5% |
| Participation rate | 71.1% | 63.9%+7.1pp | 72.6%-1.5pp | 67.9%+3.2pp |
| Annual return | -19.82% | -13.67%-6.1pp | 701.76%-721.6pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,262 | $3,246-30.3% | $4,394-48.5% | $4,028-43.8% |
| Admin fee / account holder | $354 | $4,396-92.0% | $5,329-93.4% | $5,403-93.5% |