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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 | $4,020 | $147,727-97.3% | $115,756-96.5% | $134,532-97.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -26.95% | 73.96%-100.9pp | 143.14%-170.1pp | 418.27%-445.2pp |
| Employer contribution / active EE | $1,516 | $4,713-67.8% | $3,793-60.0% | $4,741-68.0% |
| Participant deferral / active EE | $2,337 | $7,563-69.1% | $6,254-62.6% | $6,401-63.5% |
| Admin fee / account holder | $1,440 | $14,571-90.1% | $8,124-82.3% | $11,429-87.4% |