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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 | $7,071 | $97,761-92.8% | $83,850-91.6% | $135,382-94.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.49% | 1287.44%-1303.9pp | 850.92%-867.4pp | 519.77%-536.3pp |
| Employer contribution / active EE | $2,845 | $4,222-32.6% | $3,631-21.7% | $4,779-40.5% |
| Participant deferral / active EE | $4,370 | $4,682-6.7% | $4,082+7.1% | $5,609-22.1% |
| Admin fee / account holder | $1,751 | $6,674-73.8% | $5,478-68.0% | $10,829-83.8% |