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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 | $5,893 | $45,566-87.1% | $64,105-90.8% | $59,633-90.1% |
| Participation rate | 75.9% | 60.2%+15.7pp | 68.2%+7.7pp | 68.7%+7.2pp |
| Annual return | -59.51% | 4.95%-64.5pp | 791.24%-850.8pp | 2041.45%-2101.0pp |
| Employer contribution / active EE | $4,037 | $934+332.1% | $1,820+121.8% | $2,203+83.3% |
| Participant deferral / active EE | $1,162 | $2,057-43.5% | $2,822-58.8% | $3,192-63.6% |
| Admin fee / account holder | $768 | $3,268-76.5% | $4,499-82.9% | $4,297-82.1% |