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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 | $2,140 | $165,584-98.7% | $142,942-98.5% | $137,256-98.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | -3.57% | 164.22%-167.8pp | 113.70%-117.3pp | 220.34%-223.9pp |
| Employer contribution / active EE | $3,065 | $4,725-35.1% | $4,139-26.0% | $4,156-26.3% |
| Participant deferral / active EE | $5,826 | $8,194-28.9% | $7,128-18.3% | $6,407-9.1% |
| Admin fee / account holder | $9,526 | $16,167-41.1% | $12,475-23.6% | $12,270-22.4% |