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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 | $6,299 | $138,114-95.4% | $125,391-95.0% | $134,545-95.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -39.02% | 750.88%-789.9pp | 572.41%-611.4pp | 418.37%-457.4pp |
| Employer contribution / active EE | $1,302 | $5,246-75.2% | $4,816-73.0% | $4,742-72.5% |
| Participant deferral / active EE | $4,026 | $7,801-48.4% | $7,448-46.0% | $6,401-37.1% |
| Admin fee / account holder | $509 | $11,570-95.6% | $10,009-94.9% | $11,431-95.5% |