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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 | $6,025 | $138,075-95.6% | $123,552-95.1% | $135,379-95.5% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -57.85% | 153.70%-211.6pp | 119.20%-177.1pp | 519.79%-577.6pp |
| Employer contribution / active EE | $1,733 | $5,152-66.4% | $4,628-62.6% | $4,779-63.7% |
| Participant deferral / active EE | $2,864 | $6,800-57.9% | $6,426-55.4% | $5,609-48.9% |
| Admin fee / account holder | $352 | $10,917-96.8% | $9,285-96.2% | $10,828-96.8% |