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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 | $8,860 | $101,283-91.3% | $75,826-88.3% | $135,379-93.5% |
| Participation rate | 77.8% | 72.7%+5.0pp | 68.2%+9.6pp | 82.6%-4.9pp |
| Annual return | -12.10% | 3384.62%-3396.7pp | 1914.15%-1926.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,452 | $3,469-58.1% | $2,862-49.3% | $5,609-74.1% |
| Admin fee / account holder | $980 | $6,539-85.0% | $4,726-79.3% | $10,828-90.9% |