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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 | $11,652 | $197,819-94.1% | $155,789-92.5% | $125,389-90.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.04% | 86.73%-91.8pp | 71.54%-76.6pp | 282.24%-287.3pp |
| Employer contribution / active EE | $2,646 | $4,850-45.5% | $3,839-31.1% | $4,866-45.6% |
| Participant deferral / active EE | $2,646 | $5,631-53.0% | $4,798-44.9% | $5,352-50.6% |
| Admin fee / account holder | $5,080 | $9,544-46.8% | $7,477-32.1% | $9,541-46.8% |