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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 | $13,574 | $75,832-82.1% | $147,617-90.8% | $59,633-77.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -4.49% | 0.37%-4.9pp | 61.98%-66.5pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $1,631 | $3,485-53.2% | $5,564-70.7% | $2,203-25.9% |
| Participant deferral / active EE | $4,050 | $3,131+29.4% | $4,895-17.3% | $3,192+26.9% |
| Admin fee / account holder | $1,827 | $5,986-69.5% | $11,612-84.3% | $4,297-57.5% |