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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 | $9,848 | $49,177-80.0% | $79,467-87.6% | $64,173-84.7% |
| Participation rate | 94.1% | 65.0%+29.1pp | 73.3%+20.8pp | 69.6%+24.5pp |
| Annual return | -9.97% | -1.16%-8.8pp | 718.30%-728.3pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,133 | $2,076-45.4% | $2,800-59.5% | $2,381-52.4% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $320 | $3,839-91.7% | $5,104-93.7% | $4,887-93.5% |