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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 | $5,279 | $75,935-93.0% | $60,547-91.3% | $125,389-95.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -11.37% | -5.38%-6.0pp | 335.64%-347.0pp | 282.24%-293.6pp |
| Employer contribution / active EE | $1,160 | $3,438-66.3% | $2,419-52.1% | $4,866-76.2% |
| Participant deferral / active EE | $2,275 | $4,506-49.5% | $3,328-31.6% | $5,352-57.5% |
| Admin fee / account holder | $583 | $6,768-91.4% | $4,536-87.2% | $9,541-93.9% |