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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 | $3,417 | $93,117-96.3% | $77,096-95.6% | $134,532-97.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.87% | 62.67%-87.5pp | 42.35%-67.2pp | 418.27%-443.1pp |
| Employer contribution / active EE | $2,831 | $3,420-17.2% | $2,814+0.6% | $4,741-40.3% |
| Participant deferral / active EE | $1,911 | $5,241-63.5% | $4,429-56.9% | $6,401-70.1% |
| Admin fee / account holder | $542 | $6,948-92.2% | $5,428-90.0% | $11,429-95.3% |