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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 | $12,137 | $171,865-92.9% | $149,718-91.9% | $147,585-91.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -5.65% | 2113.29%-2118.9pp | 1501.67%-1507.3pp | 578.56%-584.2pp |
| Employer contribution / active EE | $1,453 | $6,275-76.8% | $5,445-73.3% | $4,876-70.2% |
| Participant deferral / active EE | $3,564 | $7,270-51.0% | $6,569-45.7% | $5,439-34.5% |
| Admin fee / account holder | $1,808 | $13,799-86.9% | $11,283-84.0% | $10,885-83.4% |