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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 | $1,896 | $172,111-98.9% | $150,298-98.7% | $137,256-98.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -2.71% | 69.37%-72.1pp | 62.79%-65.5pp | 220.34%-223.0pp |
| Employer contribution / active EE | $3,720 | $4,636-19.8% | $4,154-10.4% | $4,156-10.5% |
| Participant deferral / active EE | $9,300 | $6,166+50.8% | $5,453+70.6% | $6,407+45.2% |
| Admin fee / account holder | $29,130 | $16,471+76.9% | $14,116+106.4% | $12,270+137.4% |