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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 | $3,084 | $88,815-96.5% | $81,882-96.2% | $145,897-97.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -1.83% | 1033.75%-1035.6pp | 779.47%-781.3pp | 552.29%-554.1pp |
| Employer contribution / active EE | $1,247 | $3,086-59.6% | $2,916-57.3% | $4,663-73.3% |
| Participant deferral / active EE | $1,870 | $4,647-59.8% | $4,323-56.7% | $6,689-72.0% |
| Admin fee / account holder | $7,269 | $8,434-13.8% | $7,360-1.2% | $13,390-45.7% |