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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 | $2,312 | $100,868-97.7% | $90,414-97.4% | $158,931-98.5% |
| Participation rate | 77.3% | 75.0%+2.3pp | 72.7%+4.6pp | 82.0%-4.7pp |
| Annual return | -6.98% | 1724.58%-1731.6pp | 1293.19%-1300.2pp | 302.86%-309.8pp |
| Employer contribution / active EE | $615 | $3,689-83.3% | $3,262-81.2% | $4,761-87.1% |
| Participant deferral / active EE | $945 | $4,348-78.3% | $3,963-76.1% | $5,982-84.2% |
| Admin fee / account holder | $4,681 | $6,502-28.0% | $5,611-16.6% | $11,247-58.4% |