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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 | $1,340 | $93,117-98.6% | $77,096-98.3% | $134,532-99.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -29.64% | 62.67%-92.3pp | 42.35%-72.0pp | 418.27%-447.9pp |
| Employer contribution / active EE | $1,796 | $3,420-47.5% | $2,814-36.2% | $4,741-62.1% |
| Participant deferral / active EE | $3,472 | $5,241-33.8% | $4,429-21.6% | $6,401-45.8% |
| Admin fee / account holder | $4,780 | $6,948-31.2% | $5,428-12.0% | $11,429-58.2% |