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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 | $2,996 | $111,878-97.3% | $93,727-96.8% | $145,897-97.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -0.32% | 204.28%-204.6pp | 133.83%-134.2pp | 552.29%-552.6pp |
| Employer contribution / active EE | $1,898 | $3,092-38.6% | $2,421-21.6% | $4,663-59.3% |
| Participant deferral / active EE | $2,434 | $4,920-50.5% | $4,417-44.9% | $6,689-63.6% |
| Admin fee / account holder | $5,094 | $10,256-50.3% | $8,292-38.6% | $13,390-62.0% |