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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 | $6,395 | $67,372-90.5% | $60,906-89.5% | $134,532-95.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.47% | 50.05%-71.5pp | 16.94%-38.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $2,982 | $3,099-3.8% | $2,703+10.3% | $4,741-37.1% |
| Participant deferral / active EE | $3,931 | $4,532-13.3% | $3,814+3.1% | $6,401-38.6% |
| Admin fee / account holder | $1,575 | $4,588-65.7% | $3,227-51.2% | $11,429-86.2% |