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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 | $3,857 | $175,259-97.8% | $149,723-97.4% | $139,487-97.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -2.52% | 166.82%-169.3pp | 134.50%-137.0pp | 373.84%-376.4pp |
| Employer contribution / active EE | $2,714 | $5,478-50.5% | $4,821-43.7% | $4,755-42.9% |
| Participant deferral / active EE | $8,133 | $6,522+24.7% | $5,682+43.1% | $6,713+21.2% |
| Admin fee / account holder | $1,603 | $16,158-90.1% | $13,215-87.9% | $11,407-86.0% |