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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 | $6,946 | $190,879-96.4% | $160,009-95.7% | $134,532-94.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -33.19% | 552.63%-585.8pp | 408.85%-442.0pp | 418.27%-451.5pp |
| Employer contribution / active EE | $2,924 | $4,995-41.5% | $4,225-30.8% | $4,741-38.3% |
| Participant deferral / active EE | $3,232 | $6,924-53.3% | $6,183-47.7% | $6,401-49.5% |
| Admin fee / account holder | $333 | $10,495-96.8% | $8,715-96.2% | $11,429-97.1% |