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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 | $1,111 | $106,549-99.0% | $91,225-98.8% | $134,509-99.2% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -21.35% | 160.73%-182.1pp | 114.10%-135.4pp | 418.13%-439.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,223 | $4,719-74.1% | $4,234-71.1% | $6,400-80.9% |
| Admin fee / account holder | $1,225 | $6,234-80.3% | $5,422-77.4% | $11,427-89.3% |