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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 | $2,670 | $67,372-96.0% | $60,906-95.6% | $134,532-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -115.67% | 50.05%-165.7pp | 16.94%-132.6pp | 418.27%-533.9pp |
| Employer contribution / active EE | $3,924 | $3,099+26.6% | $2,703+45.2% | $4,741-17.2% |
| Participant deferral / active EE | $1,252 | $4,532-72.4% | $3,814-67.2% | $6,401-80.4% |
| Admin fee / account holder | $831 | $4,588-81.9% | $3,227-74.3% | $11,429-92.7% |