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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 | $7,219 | $95,975-92.5% | $74,552-90.3% | $135,382-94.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -13.46% | 56.96%-70.4pp | 32.53%-46.0pp | 519.77%-533.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,752 | $3,844-28.4% | $3,108-11.5% | $5,609-50.9% |
| Admin fee / account holder | $1,402 | $6,522-78.5% | $5,060-72.3% | $10,829-87.1% |