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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 | $8,858 | $129,737-93.2% | $119,126-92.6% | $154,746-94.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -19.53% | 379.08%-398.6pp | 282.11%-301.6pp | 172.34%-191.9pp |
| Employer contribution / active EE | $1,018 | $4,375-76.7% | $4,034-74.8% | $4,379-76.8% |
| Participant deferral / active EE | $2,494 | $5,842-57.3% | $5,318-53.1% | $6,730-62.9% |
| Admin fee / account holder | $4,703 | $11,961-60.7% | $10,693-56.0% | $14,365-67.3% |