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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 | $5,157 | $109,967-95.3% | $97,197-94.7% | $145,877-96.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -7.70% | 244.27%-252.0pp | 75.47%-83.2pp | 551.28%-559.0pp |
| Employer contribution / active EE | $1,290 | $3,077-58.1% | $2,723-52.6% | $4,663-72.3% |
| Participant deferral / active EE | $4,088 | $4,676-12.6% | $4,263-4.1% | $6,691-38.9% |
| Admin fee / account holder | $1,612 | $6,199-74.0% | $5,637-71.4% | $13,402-88.0% |