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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 | $6,700 | $99,668-93.3% | $86,451-92.3% | $134,545-95.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -23.32% | 6789.61%-6812.9pp | 4398.51%-4421.8pp | 418.37%-441.7pp |
| Employer contribution / active EE | $1,857 | $4,403-57.8% | $3,770-50.7% | $4,742-60.8% |
| Participant deferral / active EE | $3,822 | $7,249-47.3% | $6,953-45.0% | $6,401-40.3% |
| Admin fee / account holder | $1,416 | $8,377-83.1% | $6,734-79.0% | $11,431-87.6% |