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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 | $3,998 | $165,399-97.6% | $149,745-97.3% | $158,982-97.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.64% | 348.34%-351.0pp | 276.72%-279.4pp | 302.99%-305.6pp |
| Employer contribution / active EE | $2,192 | $5,105-57.1% | $4,646-52.8% | $4,763-54.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $378 | $10,811-96.5% | $9,312-95.9% | $11,252-96.6% |