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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 | $4,853 | $92,766-94.8% | $82,763-94.1% | $134,545-96.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -22.36% | 946.97%-969.3pp | 702.45%-724.8pp | 418.37%-440.7pp |
| Employer contribution / active EE | $1,421 | $3,273-56.6% | $3,008-52.8% | $4,742-70.0% |
| Participant deferral / active EE | $2,613 | $4,802-45.6% | $4,395-40.6% | $6,401-59.2% |
| Admin fee / account holder | $432 | $5,978-92.8% | $5,325-91.9% | $11,431-96.2% |