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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 | $7,944 | $48,274-83.5% | $63,244-87.4% | $59,633-86.7% |
| Participation rate | 86.1% | 66.3%+19.8pp | 71.0%+15.1pp | 68.7%+17.4pp |
| Annual return | -3.02% | -240.79%+237.8pp | -70.31%+67.3pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $1,401 | $1,586-11.7% | $2,322-39.7% | $2,203-36.4% |
| Participant deferral / active EE | $4,387 | $2,343+87.3% | $2,953+48.5% | $3,192+37.5% |
| Admin fee / account holder | $356 | $3,600-90.1% | $5,893-94.0% | $4,297-91.7% |