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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 | $6,646 | $92,684-92.8% | $82,706-92.0% | $134,509-95.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.85% | 945.84%-968.7pp | 701.76%-724.6pp | 418.13%-441.0pp |
| Employer contribution / active EE | $3,715 | $3,272+13.5% | $3,007+23.5% | $4,741-21.6% |
| Participant deferral / active EE | $4,236 | $4,800-11.7% | $4,394-3.6% | $6,400-33.8% |
| Admin fee / account holder | $671 | $5,982-88.8% | $5,329-87.4% | $11,427-94.1% |