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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 | $6,269 | $97,732-93.6% | $83,831-92.5% | $135,380-95.4% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -11.18% | 1287.56%-1298.7pp | 850.99%-862.2pp | 519.81%-531.0pp |
| Employer contribution / active EE | $1,574 | $4,222-62.7% | $3,631-56.6% | $4,779-67.1% |
| Participant deferral / active EE | $2,191 | $4,683-53.2% | $4,082-46.3% | $5,609-60.9% |
| Admin fee / account holder | $1,270 | $6,675-81.0% | $5,479-76.8% | $10,828-88.3% |