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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 | $6,115 | $138,114-95.6% | $125,391-95.1% | $134,545-95.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.92% | 750.88%-784.8pp | 572.41%-606.3pp | 418.37%-452.3pp |
| Employer contribution / active EE | $3,308 | $5,246-36.9% | $4,816-31.3% | $4,742-30.2% |
| Participant deferral / active EE | $5,369 | $7,801-31.2% | $7,448-27.9% | $6,401-16.1% |
| Admin fee / account holder | $1,256 | $11,570-89.1% | $10,009-87.5% | $11,431-89.0% |