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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 | $7,707 | $56,197-86.3% | $67,652-88.6% | $59,633-87.1% |
| Participation rate | 97.7% | 71.5%+26.2pp | 75.7%+22.0pp | 68.7%+29.0pp |
| Annual return | -38.49% | 18508.10%-18546.6pp | 6625.40%-6663.9pp | 2041.45%-2079.9pp |
| Employer contribution / active EE | $1,921 | $1,615+18.9% | $2,266-15.2% | $2,203-12.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $408 | $3,958-89.7% | $4,821-91.5% | $4,297-90.5% |