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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 | $4,421 | $92,743-95.2% | $82,744-94.7% | $134,532-96.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -114.85% | 946.63%-1061.5pp | 702.22%-817.1pp | 418.27%-533.1pp |
| Employer contribution / active EE | $1,732 | $3,273-47.1% | $3,008-42.4% | $4,741-63.5% |
| Participant deferral / active EE | $6,361 | $4,802+32.5% | $4,395+44.7% | $6,401-0.6% |
| Admin fee / account holder | $1,075 | $5,977-82.0% | $5,325-79.8% | $11,429-90.6% |