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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 | $5,880 | $152,542-96.1% | $117,498-95.0% | $134,509-95.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -24.62% | 53.02%-77.6pp | 29.75%-54.4pp | 418.13%-442.8pp |
| Employer contribution / active EE | $3,700 | $5,574-33.6% | $4,178-11.4% | $4,741-21.9% |
| Participant deferral / active EE | $3,700 | $4,819-23.2% | $4,071-9.1% | $6,400-42.2% |
| Admin fee / account holder | $2,345 | $7,006-66.5% | $5,646-58.5% | $11,427-79.5% |