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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 | $8,278 | $133,981-93.8% | $112,249-92.6% | $134,532-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.65% | 47.16%-70.8pp | 27.48%-51.1pp | 418.27%-441.9pp |
| Employer contribution / active EE | $1,911 | $4,040-52.7% | $3,636-47.5% | $4,741-59.7% |
| Participant deferral / active EE | $3,197 | $5,292-39.6% | $4,729-32.4% | $6,401-50.1% |
| Admin fee / account holder | $583 | $7,492-92.2% | $6,412-90.9% | $11,429-94.9% |