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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 | $6,869 | $82,630-91.7% | $64,105-89.3% | $125,389-94.5% |
| Participation rate | 85.7% | 75.9%+9.9pp | 68.2%+17.5pp | 83.2%+2.5pp |
| Annual return | -8.76% | 1489.72%-1498.5pp | 791.24%-800.0pp | 282.24%-291.0pp |
| Employer contribution / active EE | $1,161 | $2,671-56.5% | $1,820-36.2% | $4,866-76.1% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $853 | $6,382-86.6% | $4,499-81.0% | $9,541-91.1% |