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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 | $10,442 | $81,208-87.1% | $98,920-89.4% | $79,852-86.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -2.40% | 60.99%-63.4pp | 196.47%-198.9pp | 31.72%-34.1pp |
| Employer contribution / active EE | $1,121 | $1,960-42.8% | $2,689-58.3% | $2,471-54.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $920 | $6,013-84.7% | $6,643-86.1% | $5,306-82.7% |