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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 | $4,757 | $118,695-96.0% | $98,916-95.2% | $158,950-97.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -15.43% | 372.39%-387.8pp | 196.45%-211.9pp | 302.91%-318.3pp |
| Employer contribution / active EE | $1,574 | $3,333-52.8% | $2,689-41.5% | $4,762-66.9% |
| Participant deferral / active EE | $1,305 | $5,088-74.3% | $4,245-69.2% | $5,983-78.2% |
| Admin fee / account holder | $917 | $10,132-91.0% | $6,642-86.2% | $11,248-91.9% |