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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 | $4,338 | $160,028-97.3% | $147,080-97.1% | $145,884-97.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -0.37% | 98.60%-99.0pp | 420.17%-420.5pp | 551.85%-552.2pp |
| Employer contribution / active EE | $1,195 | $5,286-77.4% | $4,933-75.8% | $4,662-74.4% |
| Participant deferral / active EE | $3,372 | $8,422-60.0% | $8,066-58.2% | $6,690-49.6% |
| Admin fee / account holder | $623 | $15,030-95.9% | $12,989-95.2% | $13,392-95.3% |