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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 | $7,587 | $138,078-94.5% | $125,363-93.9% | $134,509-94.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.13% | 750.49%-771.6pp | 572.15%-593.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $1,924 | $5,245-63.3% | $4,815-60.0% | $4,741-59.4% |
| Participant deferral / active EE | $3,616 | $7,800-53.6% | $7,447-51.4% | $6,400-43.5% |
| Admin fee / account holder | $2,043 | $11,566-82.3% | $10,005-79.6% | $11,427-82.1% |