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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 | $2,917 | $133,981-97.8% | $112,249-97.4% | $134,532-97.8% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -62.07% | 47.16%-109.2pp | 27.48%-89.5pp | 418.27%-480.3pp |
| Employer contribution / active EE | $1,438 | $4,040-64.4% | $3,636-60.5% | $4,741-69.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $548 | $7,492-92.7% | $6,412-91.5% | $11,429-95.2% |