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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 | $3,912 | $125,778-96.9% | $114,563-96.6% | $154,746-97.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | -4.82% | 295.14%-300.0pp | 241.09%-245.9pp | 172.34%-177.2pp |
| Employer contribution / active EE | $403 | $2,806-85.6% | $2,592-84.5% | $4,379-90.8% |
| Participant deferral / active EE | $2,605 | $4,445-41.4% | $4,142-37.1% | $6,730-61.3% |
| Admin fee / account holder | $9,144 | $8,190+11.6% | $7,623+19.9% | $14,365-36.3% |