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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 | $4,254 | $157,304-97.3% | $141,197-97.0% | $152,909-97.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -19.26% | 64.34%-83.6pp | 71.41%-90.7pp | 345.46%-364.7pp |
| Employer contribution / active EE | $8,266 | $5,263+57.1% | $4,736+74.5% | $4,764+73.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,625 | $12,126-70.1% | $10,265-64.7% | $11,601-68.7% |