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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 | $6,513 | $95,915-93.2% | $79,580-91.8% | $134,532-95.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.73% | -2.71%-19.0pp | 0.15%-21.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,563 | $3,129-50.1% | $2,413-35.3% | $4,741-67.0% |
| Participant deferral / active EE | $4,718 | $4,693+0.5% | $3,985+18.4% | $6,401-26.3% |
| Admin fee / account holder | $756 | $9,132-91.7% | $6,835-88.9% | $11,429-93.4% |