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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 | $7,660 | $175,231-95.6% | $149,696-94.9% | $139,466-94.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -14.98% | 166.77%-181.8pp | 134.46%-149.4pp | 373.66%-388.6pp |
| Employer contribution / active EE | $1,974 | $5,478-64.0% | $4,821-59.1% | $4,754-58.5% |
| Participant deferral / active EE | $3,291 | $6,521-49.5% | $5,682-42.1% | $6,712-51.0% |
| Admin fee / account holder | $1,429 | $16,155-91.2% | $13,212-89.2% | $11,409-87.5% |