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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 | $5,387 | $150,447-96.4% | $136,298-96.0% | $147,586-96.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.35% | 1049.15%-1049.5pp | 5156.27%-5156.6pp | 578.59%-578.9pp |
| Employer contribution / active EE | $1,667 | $5,256-68.3% | $4,696-64.5% | $4,876-65.8% |
| Participant deferral / active EE | $3,334 | $6,631-49.7% | $6,247-46.6% | $5,439-38.7% |
| Admin fee / account holder | $3,993 | $10,906-63.4% | $9,244-56.8% | $10,886-63.3% |