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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 | $4,097 | $90,691-95.5% | $76,119-94.6% | $145,884-97.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -8.81% | 624.52%-633.3pp | 361.25%-370.1pp | 551.85%-560.7pp |
| Employer contribution / active EE | $1,206 | $3,329-63.8% | $2,693-55.2% | $4,662-74.1% |
| Participant deferral / active EE | $1,315 | $5,167-74.6% | $4,259-69.1% | $6,690-80.3% |
| Admin fee / account holder | $3,439 | $8,383-59.0% | $6,421-46.5% | $13,392-74.3% |