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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 | $7,484 | $84,685-91.2% | $73,836-89.9% | $125,389-94.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -26.07% | 3123.80%-3149.9pp | 2268.06%-2294.1pp | 282.24%-308.3pp |
| Employer contribution / active EE | $1,121 | $3,123-64.1% | $2,787-59.8% | $4,866-77.0% |
| Participant deferral / active EE | $7,822 | $3,993+95.9% | $3,583+118.3% | $5,352+46.2% |
| Admin fee / account holder | $6,936 | $5,694+21.8% | $4,882+42.1% | $9,541-27.3% |