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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 | $111,787-97.3% | $93,681-96.8% | $145,978-97.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -0.32% | 203.52%-203.8pp | 133.47%-133.8pp | 550.52%-550.8pp |
| Employer contribution / active EE | $1,898 | $3,093-38.6% | $2,422-21.6% | $4,662-59.3% |
| Participant deferral / active EE | $2,434 | $4,918-50.5% | $4,415-44.9% | $6,690-63.6% |
| Admin fee / account holder | $5,094 | $10,256-50.3% | $8,290-38.5% | $13,400-62.0% |