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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 | $9,611 | $112,935-91.5% | $90,970-89.4% | $158,966-94.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -2.91% | 215.79%-218.7pp | 134.58%-137.5pp | 302.95%-305.9pp |
| Employer contribution / active EE | $3,186 | $2,895+10.1% | $2,122+50.1% | $4,762-33.1% |
| Participant deferral / active EE | $1,642 | $4,129-60.2% | $3,373-51.3% | $5,983-72.6% |
| Admin fee / account holder | $855 | $8,045-89.4% | $5,960-85.7% | $11,250-92.4% |