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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 | $9,676 | $111,878-91.4% | $93,727-89.7% | $145,897-93.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -14.64% | 204.28%-218.9pp | 133.83%-148.5pp | 552.29%-566.9pp |
| Employer contribution / active EE | $1,063 | $3,092-65.6% | $2,421-56.1% | $4,663-77.2% |
| Participant deferral / active EE | $4,517 | $4,920-8.2% | $4,417+2.3% | $6,689-32.5% |
| Admin fee / account holder | $1,449 | $10,256-85.9% | $8,292-82.5% | $13,390-89.2% |