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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 | $4,259 | $102,595-95.8% | $94,057-95.5% | $154,746-97.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | -7.54% | 583.42%-591.0pp | 480.62%-488.2pp | 172.34%-179.9pp |
| Employer contribution / active EE | $1,768 | $3,147-43.8% | $2,933-39.7% | $4,379-59.6% |
| Participant deferral / active EE | $13,289 | $5,118+159.6% | $4,709+182.2% | $6,730+97.4% |
| Admin fee / account holder | $76,898 | $7,736+894.0% | $7,244+961.5% | $14,365+435.3% |