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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 | $92,743-94.6% | $82,744-94.0% | $134,532-96.3% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -52.88% | 946.63%-999.5pp | 702.22%-755.1pp | 418.27%-471.1pp |
| Employer contribution / active EE | $1,163 | $3,273-64.5% | $3,008-61.3% | $4,741-75.5% |
| Participant deferral / active EE | $3,634 | $4,802-24.3% | $4,395-17.3% | $6,401-43.2% |
| Admin fee / account holder | $1,963 | $5,977-67.2% | $5,325-63.1% | $11,429-82.8% |