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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 | $7,670 | $106,549-92.8% | $91,225-91.6% | $134,509-94.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.84% | 160.73%-182.6pp | 114.10%-135.9pp | 418.13%-440.0pp |
| Employer contribution / active EE | $1,410 | $3,331-57.7% | $2,851-50.5% | $4,741-70.3% |
| Participant deferral / active EE | $3,806 | $4,719-19.3% | $4,234-10.1% | $6,400-40.5% |
| Admin fee / account holder | $395 | $6,234-93.7% | $5,422-92.7% | $11,427-96.5% |