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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 | $4,152 | $39,798-89.6% | $67,704-93.9% | $59,633-93.0% |
| Participation rate | 71.4% | 57.4%+14.1pp | 67.5%+3.9pp | 68.7%+2.8pp |
| Annual return | -46.00% | 89.94%-135.9pp | 25.41%-71.4pp | 2041.45%-2087.5pp |
| Employer contribution / active EE | $1,398 | $1,393+0.4% | $2,559-45.4% | $2,203-36.5% |
| Participant deferral / active EE | $2,470 | $2,335+5.8% | $3,585-31.1% | $3,192-22.6% |
| Admin fee / account holder | $1,559 | $3,212-51.5% | $4,255-63.4% | $4,297-63.7% |