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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 | $6,349 | $103,038-93.8% | $90,324-93.0% | $152,909-95.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -0.20% | 95.25%-95.5pp | 78.15%-78.4pp | 345.46%-345.7pp |
| Employer contribution / active EE | $5,655 | $3,141+80.1% | $2,856+98.0% | $4,764+18.7% |
| Participant deferral / active EE | $7,067 | $4,282+65.0% | $3,885+81.9% | $5,851+20.8% |
| Admin fee / account holder | $25,143 | $6,177+307.0% | $5,356+369.5% | $11,601+116.7% |