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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 | $4,356 | $138,114-96.8% | $125,391-96.5% | $134,545-96.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.45% | 750.88%-777.3pp | 572.41%-598.9pp | 418.37%-444.8pp |
| Employer contribution / active EE | $2,287 | $5,246-56.4% | $4,816-52.5% | $4,742-51.8% |
| Participant deferral / active EE | $3,329 | $7,801-57.3% | $7,448-55.3% | $6,401-48.0% |
| Admin fee / account holder | $528 | $11,570-95.4% | $10,009-94.7% | $11,431-95.4% |