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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 | $26,075 | $91,525-71.5% | $130,026-79.9% | $75,181-65.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -5.19% | -631.40%+626.2pp | -137.26%+132.1pp | 160.69%-165.9pp |
| Employer contribution / active EE | $2,591 | $2,844-8.9% | $4,321-40.0% | $2,671-3.0% |
| Participant deferral / active EE | $3,403 | $4,342-21.6% | $5,821-41.5% | $4,126-17.5% |
| Admin fee / account holder | $2,347 | $6,778-65.4% | $10,608-77.9% | $5,650-58.5% |