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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 | $4,965 | $165,381-97.0% | $149,730-96.7% | $158,966-96.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -103.01% | 348.29%-451.3pp | 276.70%-379.7pp | 302.95%-406.0pp |
| Employer contribution / active EE | $1,439 | $5,104-71.8% | $4,645-69.0% | $4,762-69.8% |
| Participant deferral / active EE | $5,376 | $7,182-25.2% | $6,843-21.4% | $5,983-10.2% |
| Admin fee / account holder | $1,468 | $10,809-86.4% | $9,310-84.2% | $11,250-87.0% |