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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 | $8,130 | $82,630-90.2% | $64,105-87.3% | $125,389-93.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.68% | 1489.72%-1495.4pp | 791.24%-796.9pp | 282.24%-287.9pp |
| Employer contribution / active EE | $1,859 | $2,671-30.4% | $1,820+2.1% | $4,866-61.8% |
| Participant deferral / active EE | $3,379 | $3,608-6.3% | $2,822+19.8% | $5,352-36.9% |
| Admin fee / account holder | $9,929 | $6,382+55.6% | $4,499+120.7% | $9,541+4.1% |