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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 | $1,968 | $138,102-98.6% | $125,381-98.4% | $134,532-98.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.53% | 750.73%-772.3pp | 572.31%-593.8pp | 418.27%-439.8pp |
| Employer contribution / active EE | $2,654 | $5,245-49.4% | $4,815-44.9% | $4,741-44.0% |
| Participant deferral / active EE | $3,059 | $7,801-60.8% | $7,448-58.9% | $6,401-52.2% |
| Admin fee / account holder | $1,804 | $11,568-84.4% | $10,007-82.0% | $11,429-84.2% |