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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 | $5,801 | $92,684-93.7% | $82,706-93.0% | $134,509-95.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.95% | 945.84%-969.8pp | 701.76%-725.7pp | 418.13%-442.1pp |
| Employer contribution / active EE | $1,904 | $3,272-41.8% | $3,007-36.7% | $4,741-59.8% |
| Participant deferral / active EE | $2,390 | $4,800-50.2% | $4,394-45.6% | $6,400-62.7% |
| Admin fee / account holder | $583 | $5,982-90.2% | $5,329-89.1% | $11,427-94.9% |