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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 | $2,686 | $92,743-97.1% | $82,744-96.8% | $134,532-98.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -28.19% | 946.63%-974.8pp | 702.22%-730.4pp | 418.27%-446.5pp |
| Employer contribution / active EE | $599 | $3,273-81.7% | $3,008-80.1% | $4,741-87.4% |
| Participant deferral / active EE | $1,443 | $4,802-70.0% | $4,395-67.2% | $6,401-77.5% |
| Admin fee / account holder | $672 | $5,977-88.8% | $5,325-87.4% | $11,429-94.1% |