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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 | $3,140 | $90,606-96.5% | $79,466-96.0% | $135,379-97.7% |
| Participation rate | 78.6% | 76.0%+2.5pp | 73.3%+5.2pp | 82.6%-4.1pp |
| Annual return | -25.14% | 977.69%-1002.8pp | 718.28%-743.4pp | 519.79%-544.9pp |
| Employer contribution / active EE | $355 | $3,068-88.4% | $2,800-87.3% | $4,779-92.6% |
| Participant deferral / active EE | $1,188 | $4,050-70.7% | $3,704-67.9% | $5,609-78.8% |
| Admin fee / account holder | $548 | $5,895-90.7% | $5,104-89.3% | $10,828-94.9% |