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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 | $12,078 | $56,197-78.5% | $67,652-82.1% | $59,633-79.7% |
| Participation rate | 83.6% | 71.5%+12.1pp | 75.7%+7.9pp | 68.7%+14.9pp |
| Annual return | -3.17% | 18508.10%-18511.3pp | 6625.40%-6628.6pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $745 | $1,615-53.9% | $2,266-67.1% | $2,203-66.2% |
| Participant deferral / active EE | $1,365 | $2,844-52.0% | $3,560-61.7% | $3,192-57.2% |
| Admin fee / account holder | $1,220 | $3,958-69.2% | $4,821-74.7% | $4,297-71.6% |