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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 | $5,380 | $138,076-96.1% | $123,553-95.6% | $135,380-96.0% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -44.60% | 153.70%-198.3pp | 119.21%-163.8pp | 519.81%-564.4pp |
| Employer contribution / active EE | $950 | $5,152-81.6% | $4,628-79.5% | $4,779-80.1% |
| Participant deferral / active EE | $2,665 | $6,800-60.8% | $6,426-58.5% | $5,609-52.5% |
| Admin fee / account holder | $1,224 | $10,917-88.8% | $9,284-86.8% | $10,828-88.7% |