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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 | $3,467 | $115,814-97.0% | $101,275-96.6% | $158,982-97.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | -2.67% | 56.16%-58.8pp | 46.48%-49.2pp | 302.99%-305.7pp |
| Employer contribution / active EE | $3,396 | $4,176-18.7% | $3,660-7.2% | $4,763-28.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,687 | $7,249-76.7% | $5,948-71.6% | $11,252-85.0% |