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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 | $22,229 | $112,121-80.2% | $95,960-76.8% | $158,966-86.0% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | -2.40% | 171.16%-173.6pp | 91.63%-94.0pp | 302.95%-305.3pp |
| Employer contribution / active EE | $1,357 | $3,199-57.6% | $2,541-46.6% | $4,762-71.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,358 | $10,135-86.6% | $6,797-80.0% | $11,250-87.9% |