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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 | $6,412 | $111,785-94.3% | $93,669-93.2% | $145,877-95.6% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | -26.39% | 203.79%-230.2pp | 133.59%-160.0pp | 551.28%-577.7pp |
| Employer contribution / active EE | $1,545 | $3,096-50.1% | $2,424-36.3% | $4,663-66.9% |
| Participant deferral / active EE | $4,421 | $4,919-10.1% | $4,416+0.1% | $6,691-33.9% |
| Admin fee / account holder | $1,470 | $10,256-85.7% | $8,291-82.3% | $13,402-89.0% |