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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 | $4,705 | $138,078-96.6% | $125,363-96.2% | $134,509-96.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -36.49% | 750.49%-787.0pp | 572.15%-608.6pp | 418.13%-454.6pp |
| Employer contribution / active EE | $2,576 | $5,245-50.9% | $4,815-46.5% | $4,741-45.7% |
| Participant deferral / active EE | $5,034 | $7,800-35.5% | $7,447-32.4% | $6,400-21.4% |
| Admin fee / account holder | $2,423 | $11,566-79.0% | $10,005-75.8% | $11,427-78.8% |