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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 | $3,788 | $93,117-95.9% | $77,096-95.1% | $134,532-97.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -32.96% | 62.67%-95.6pp | 42.35%-75.3pp | 418.27%-451.2pp |
| Employer contribution / active EE | $2,507 | $3,420-26.7% | $2,814-10.9% | $4,741-47.1% |
| Participant deferral / active EE | $4,280 | $5,241-18.3% | $4,429-3.4% | $6,401-33.1% |
| Admin fee / account holder | $922 | $6,948-86.7% | $5,428-83.0% | $11,429-91.9% |