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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 | $8,119 | $75,832-89.3% | $147,617-94.5% | $59,633-86.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.77% | 0.37%-3.1pp | 61.98%-64.8pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $817 | $3,485-76.6% | $5,564-85.3% | $2,203-62.9% |
| Participant deferral / active EE | $1,039 | $3,131-66.8% | $4,895-78.8% | $3,192-67.4% |
| Admin fee / account holder | $2,845 | $5,986-52.5% | $11,612-75.5% | $4,297-33.8% |