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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 | $5,043 | $92,684-94.6% | $82,706-93.9% | $134,509-96.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.72% | 945.84%-971.6pp | 701.76%-727.5pp | 418.13%-443.9pp |
| Employer contribution / active EE | $1,659 | $3,272-49.3% | $3,007-44.8% | $4,741-65.0% |
| Participant deferral / active EE | $4,013 | $4,800-16.4% | $4,394-8.7% | $6,400-37.3% |
| Admin fee / account holder | $585 | $5,982-90.2% | $5,329-89.0% | $11,427-94.9% |