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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 | $8,016 | $56,197-85.7% | $67,652-88.2% | $59,633-86.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -4.66% | 18508.10%-18512.8pp | 6625.40%-6630.1pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $800 | $1,615-50.5% | $2,266-64.7% | $2,203-63.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $814 | $3,958-79.4% | $4,821-83.1% | $4,297-81.0% |