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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 | $6,943 | $75,832-90.8% | $147,617-95.3% | $59,633-88.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -4.17% | 0.37%-4.5pp | 61.98%-66.2pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $891 | $3,485-74.4% | $5,564-84.0% | $2,203-59.6% |
| Participant deferral / active EE | $1,350 | $3,131-56.9% | $4,895-72.4% | $3,192-57.7% |
| Admin fee / account holder | $1,538 | $5,986-74.3% | $11,612-86.8% | $4,297-64.2% |