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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 | $4,471 | $82,314-94.6% | $68,808-93.5% | $134,532-96.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -25.71% | -2.18%-23.5pp | -6.37%-19.3pp | 418.27%-444.0pp |
| Employer contribution / active EE | $1,663 | $3,301-49.6% | $2,656-37.4% | $4,741-64.9% |
| Participant deferral / active EE | $2,439 | $4,740-48.5% | $3,942-38.1% | $6,401-61.9% |
| Admin fee / account holder | $565 | $6,484-91.3% | $4,936-88.6% | $11,429-95.1% |