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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 | $10,079 | $99,644-89.9% | $86,438-88.3% | $134,532-92.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.53% | 6787.26%-6812.8pp | 4397.19%-4422.7pp | 418.27%-443.8pp |
| Employer contribution / active EE | $2,533 | $4,402-42.5% | $3,769-32.8% | $4,741-46.6% |
| Participant deferral / active EE | $6,075 | $7,247-16.2% | $6,952-12.6% | $6,401-5.1% |
| Admin fee / account holder | $548 | $8,375-93.5% | $6,733-91.9% | $11,429-95.2% |