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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 | $5,838 | $138,102-95.8% | $125,381-95.3% | $134,532-95.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -35.81% | 750.73%-786.5pp | 572.31%-608.1pp | 418.27%-454.1pp |
| Employer contribution / active EE | $1,182 | $5,245-77.5% | $4,815-75.4% | $4,741-75.1% |
| Participant deferral / active EE | $3,511 | $7,801-55.0% | $7,448-52.9% | $6,401-45.2% |
| Admin fee / account holder | $670 | $11,568-94.2% | $10,007-93.3% | $11,429-94.1% |