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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 | $3,837 | $92,743-95.9% | $82,744-95.4% | $134,532-97.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.81% | 946.63%-968.4pp | 702.22%-724.0pp | 418.27%-440.1pp |
| Employer contribution / active EE | $1,384 | $3,273-57.7% | $3,008-54.0% | $4,741-70.8% |
| Participant deferral / active EE | $1,499 | $4,802-68.8% | $4,395-65.9% | $6,401-76.6% |
| Admin fee / account holder | $490 | $5,977-91.8% | $5,325-90.8% | $11,429-95.7% |