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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 | $9,881 | $166,268-94.1% | $165,100-94.0% | $145,897-93.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -2.31% | 100.52%-102.8pp | 70.21%-72.5pp | 552.29%-554.6pp |
| Employer contribution / active EE | $2,376 | $5,284-55.0% | $4,348-45.4% | $4,663-49.0% |
| Participant deferral / active EE | $4,430 | $6,964-36.4% | $6,035-26.6% | $6,689-33.8% |
| Admin fee / account holder | $827 | $16,659-95.0% | $12,696-93.5% | $13,390-93.8% |