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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 | $7,279 | $106,923-93.2% | $84,023-91.3% | $152,909-95.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -34.00% | 105.02%-139.0pp | 71.32%-105.3pp | 345.46%-379.5pp |
| Employer contribution / active EE | $1,149 | $2,735-58.0% | $1,984-42.1% | $4,764-75.9% |
| Participant deferral / active EE | $2,920 | $4,013-27.2% | $3,239-9.8% | $5,851-50.1% |
| Admin fee / account holder | $7,363 | $8,289-11.2% | $6,102+20.7% | $11,601-36.5% |