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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 | $11,090 | $154,193-92.8% | $130,045-91.5% | $139,466-92.0% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | -3.79% | 32.51%-36.3pp | -137.30%+133.5pp | 373.66%-377.5pp |
| Employer contribution / active EE | $1,184 | $5,292-77.6% | $4,321-72.6% | $4,754-75.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,834 | $13,989-86.9% | $10,600-82.7% | $11,409-83.9% |