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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 | $6,776 | $124,980-94.6% | $108,359-93.7% | $154,746-95.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | -9.93% | 45.00%-54.9pp | 36.89%-46.8pp | 172.34%-182.3pp |
| Employer contribution / active EE | $7,125 | $2,851+149.9% | $2,399+196.9% | $4,379+62.7% |
| Participant deferral / active EE | $8,709 | $4,743+83.6% | $4,137+110.5% | $6,730+29.4% |
| Admin fee / account holder | $128,220 | $11,502+1014.8% | $9,741+1216.3% | $14,365+792.6% |