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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 | $10,209 | $82,674-87.7% | $125,381-91.9% | $68,486-85.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -25.55% | -5.97%-19.6pp | 572.31%-597.9pp | -7.85%-17.7pp |
| Employer contribution / active EE | $2,061 | $3,382-39.1% | $4,815-57.2% | $2,597-20.6% |
| Participant deferral / active EE | $4,569 | $6,111-25.2% | $7,448-38.7% | $4,028+13.4% |
| Admin fee / account holder | $351 | $6,277-94.4% | $10,007-96.5% | $5,404-93.5% |