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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 | $7,816 | $112,131-93.0% | $95,964-91.9% | $158,982-95.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -3.10% | 171.19%-174.3pp | 91.64%-94.7pp | 302.99%-306.1pp |
| Employer contribution / active EE | $1,188 | $3,199-62.9% | $2,541-53.3% | $4,763-75.1% |
| Participant deferral / active EE | $2,241 | $4,784-53.2% | $4,167-46.2% | $5,983-62.5% |
| Admin fee / account holder | $4,263 | $10,136-57.9% | $6,797-37.3% | $11,252-62.1% |