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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 | $9,217 | $84,685-89.1% | $73,836-87.5% | $125,389-92.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.95% | 3123.80%-3127.7pp | 2268.06%-2272.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $601 | $3,123-80.8% | $2,787-78.4% | $4,866-87.7% |
| Participant deferral / active EE | $3,743 | $3,993-6.2% | $3,583+4.5% | $5,352-30.1% |
| Admin fee / account holder | $1,144 | $5,694-79.9% | $4,882-76.6% | $9,541-88.0% |