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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 | $5,678 | $202,460-97.2% | $169,385-96.6% | $139,456-95.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -50.35% | 532.07%-582.4pp | 405.82%-456.2pp | 373.45%-423.8pp |
| Employer contribution / active EE | $3,727 | $4,691-20.6% | $4,012-7.1% | $4,753-21.6% |
| Participant deferral / active EE | $2,124 | $6,938-69.4% | $6,221-65.9% | $6,711-68.4% |
| Admin fee / account holder | $3,377 | $10,719-68.5% | $9,011-62.5% | $11,407-70.4% |