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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 | $7,834 | $115,796-93.2% | $101,264-92.3% | $158,950-95.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | -1.30% | 56.15%-57.5pp | 46.48%-47.8pp | 302.91%-304.2pp |
| Employer contribution / active EE | $833 | $4,175-80.0% | $3,660-77.2% | $4,762-82.5% |
| Participant deferral / active EE | $1,567 | $4,958-68.4% | $4,370-64.1% | $5,983-73.8% |
| Admin fee / account holder | $1,589 | $7,247-78.1% | $5,947-73.3% | $11,248-85.9% |