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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 | $6,553 | $138,076-95.3% | $123,553-94.7% | $135,380-95.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.74% | 153.70%-164.4pp | 119.21%-129.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $2,506 | $5,152-51.4% | $4,628-45.9% | $4,779-47.6% |
| Participant deferral / active EE | $2,874 | $6,800-57.7% | $6,426-55.3% | $5,609-48.8% |
| Admin fee / account holder | $861 | $10,917-92.1% | $9,284-90.7% | $10,828-92.1% |