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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 | $8,488 | $49,177-82.7% | $79,467-89.3% | $64,173-86.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -9.56% | -1.16%-8.4pp | 718.30%-727.9pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,957 | $2,076-5.8% | $2,800-30.1% | $2,381-17.8% |
| Participant deferral / active EE | $3,600 | $2,821+27.6% | $3,704-2.8% | $3,470+3.7% |
| Admin fee / account holder | $2,119 | $3,839-44.8% | $5,104-58.5% | $4,887-56.6% |