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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 | $5,177 | $165,361-96.9% | $149,715-96.5% | $158,950-96.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -46.44% | 348.24%-394.7pp | 276.66%-323.1pp | 302.91%-349.4pp |
| Employer contribution / active EE | $4,359 | $5,103-14.6% | $4,645-6.2% | $4,762-8.5% |
| Participant deferral / active EE | $6,184 | $7,182-13.9% | $6,842-9.6% | $5,983+3.4% |
| Admin fee / account holder | $1,172 | $10,808-89.2% | $9,310-87.4% | $11,248-89.6% |