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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 | $56,199-86.3% | $67,652-88.6% | $59,632-87.1% |
| Participation rate | 97.7% | 71.5%+26.2pp | 75.7%+22.0pp | 68.7%+29.0pp |
| Annual return | -38.49% | 18505.31%-18543.8pp | 6625.04%-6663.5pp | 2041.32%-2079.8pp |
| Employer contribution / active EE | $1,921 | $1,614+19.0% | $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% |