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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 | $1,647 | $138,114-98.8% | $125,391-98.7% | $134,545-98.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.65% | 750.88%-774.5pp | 572.41%-596.1pp | 418.37%-442.0pp |
| Employer contribution / active EE | $1,961 | $5,246-62.6% | $4,816-59.3% | $4,742-58.6% |
| Participant deferral / active EE | $2,942 | $7,801-62.3% | $7,448-60.5% | $6,401-54.0% |
| Admin fee / account holder | $1,238 | $11,570-89.3% | $10,009-87.6% | $11,431-89.2% |