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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 | $7,188 | $90,486-92.1% | $78,676-90.9% | $273,972-97.4% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | -5.96% | 75.62%-81.6pp | 62.19%-68.1pp | 41.46%-47.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,031 | $3,901-47.9% | $3,517-42.2% | $5,287-61.6% |
| Admin fee / account holder | $761 | $5,263-85.5% | $4,510-83.1% | $10,133-92.5% |