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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 | $1,747 | $92,743-98.1% | $82,744-97.9% | $134,532-98.7% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | -35.90% | 946.63%-982.5pp | 702.22%-738.1pp | 418.27%-454.2pp |
| Employer contribution / active EE | $1,084 | $3,273-66.9% | $3,008-64.0% | $4,741-77.1% |
| Participant deferral / active EE | $1,085 | $4,802-77.4% | $4,395-75.3% | $6,401-83.0% |
| Admin fee / account holder | $307 | $5,977-94.9% | $5,325-94.2% | $11,429-97.3% |