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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 | $923 | $117,846-99.2% | $102,434-99.1% | $145,884-99.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -83.21% | 31.90%-115.1pp | 29.46%-112.7pp | 551.85%-635.1pp |
| Employer contribution / active EE | $2,310 | $3,615-36.1% | $3,023-23.6% | $4,662-50.5% |
| Participant deferral / active EE | $2,891 | $5,733-49.6% | $5,055-42.8% | $6,690-56.8% |
| Admin fee / account holder | $13,991 | $13,356+4.8% | $9,462+47.9% | $13,392+4.5% |