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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 | $2,617 | $169,336-98.5% | $129,384-98.0% | $145,884-98.2% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | -0.81% | 14408.70%-14409.5pp | 9461.77%-9462.6pp | 551.85%-552.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $595 | $4,985-88.1% | $4,166-85.7% | $6,690-91.1% |
| Admin fee / account holder | $1,244 | $9,912-87.4% | $7,686-83.8% | $13,392-90.7% |