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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 | $6,967 | $160,070-95.6% | $147,117-95.3% | $145,897-95.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | -0.27% | 98.69%-99.0pp | 420.54%-420.8pp | 552.29%-552.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,202 | $8,419-62.0% | $8,065-60.3% | $6,689-52.1% |
| Admin fee / account holder | $1,426 | $15,035-90.5% | $12,993-89.0% | $13,390-89.4% |