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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 | $3,651 | $93,346-96.1% | $71,796-94.9% | $273,972-98.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | -13.17% | 130.39%-143.6pp | 78.04%-91.2pp | 41.46%-54.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,675 | $3,475-51.8% | $2,794-40.1% | $5,287-68.3% |
| Admin fee / account holder | $388 | $6,571-94.1% | $4,815-91.9% | $10,133-96.2% |