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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 | $6,110 | $92,743-93.4% | $82,744-92.6% | $134,532-95.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.48% | 946.63%-969.1pp | 702.22%-724.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $2,303 | $3,273-29.6% | $3,008-23.4% | $4,741-51.4% |
| Participant deferral / active EE | $2,434 | $4,802-49.3% | $4,395-44.6% | $6,401-62.0% |
| Admin fee / account holder | $819 | $5,977-86.3% | $5,325-84.6% | $11,429-92.8% |