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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 | $2,911 | $109,863-97.4% | $98,477-97.0% | $167,518-98.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | -5.81% | 1958.09%-1963.9pp | 1493.59%-1499.4pp | 478.71%-484.5pp |
| Employer contribution / active EE | $259 | $3,225-92.0% | $2,961-91.3% | $4,838-94.7% |
| Participant deferral / active EE | $992 | $4,673-78.8% | $4,276-76.8% | $6,342-84.4% |
| Admin fee / account holder | $522 | $6,755-92.3% | $5,951-91.2% | $12,312-95.8% |