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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 | $11,266 | $44,850-74.9% | $60,547-81.4% | $59,633-81.1% |
| Participation rate | 75.5% | 59.5%+16.0pp | 68.0%+7.5pp | 68.7%+6.8pp |
| Annual return | -4.57% | 1074.14%-1078.7pp | 335.64%-340.2pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $213 | $1,462-85.4% | $2,419-91.2% | $2,203-90.3% |
| Participant deferral / active EE | $952 | $2,230-57.3% | $3,328-71.4% | $3,192-70.2% |
| Admin fee / account holder | $975 | $3,635-73.2% | $4,536-78.5% | $4,297-77.3% |