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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 | $9,202 | $60,139-84.7% | $90,461-89.8% | $79,856-88.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | -5.03% | 71.96%-77.0pp | 1294.76%-1299.8pp | 31.71%-36.7pp |
| Employer contribution / active EE | $929 | $2,069-55.1% | $3,264-71.5% | $2,471-62.4% |
| Participant deferral / active EE | $806 | $2,939-72.6% | $3,964-79.7% | $3,741-78.4% |
| Admin fee / account holder | $905 | $3,978-77.3% | $5,617-83.9% | $5,306-82.9% |