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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 | $6,129 | $84,685-92.8% | $73,836-91.7% | $125,389-95.1% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -4.32% | 3123.80%-3128.1pp | 2268.06%-2272.4pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,537 | $3,123-50.8% | $2,787-44.9% | $4,866-68.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $376 | $5,694-93.4% | $4,882-92.3% | $9,541-96.1% |