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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 | $8,287 | $45,152-81.6% | $73,836-88.8% | $59,633-86.1% |
| Participation rate | 97.9% | 64.0%+33.9pp | 73.4%+24.4pp | 68.7%+29.2pp |
| Annual return | -3.27% | 27.40%-30.7pp | 2268.06%-2271.3pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $1,963 | $1,901+3.3% | $2,787-29.6% | $2,203-10.9% |
| Participant deferral / active EE | $2,076 | $2,573-19.3% | $3,583-42.1% | $3,192-35.0% |
| Admin fee / account holder | $837 | $3,515-76.2% | $4,882-82.8% | $4,297-80.5% |