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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 | $2,326 | $93,124-97.5% | $77,100-97.0% | $134,545-98.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.04% | 62.68%-84.7pp | 42.35%-64.4pp | 418.37%-440.4pp |
| Employer contribution / active EE | $1,701 | $3,421-50.3% | $2,815-39.6% | $4,742-64.1% |
| Participant deferral / active EE | $1,774 | $5,242-66.2% | $4,430-60.0% | $6,401-72.3% |
| Admin fee / account holder | $840 | $6,970-87.9% | $5,443-84.6% | $11,431-92.6% |