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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 | $4,903 | $125,778-96.1% | $114,563-95.7% | $154,746-96.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.9%+18.8pp | 80.7%+11.0pp |
| Annual return | -6.18% | 295.14%-301.3pp | 241.09%-247.3pp | 172.34%-178.5pp |
| Employer contribution / active EE | $741 | $2,806-73.6% | $2,592-71.4% | $4,379-83.1% |
| Participant deferral / active EE | $1,330 | $4,445-70.1% | $4,142-67.9% | $6,730-80.2% |
| Admin fee / account holder | $5,214 | $8,190-36.3% | $7,623-31.6% | $14,365-63.7% |