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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 | $4,019 | $100,139-96.0% | $85,187-95.3% | $145,884-97.2% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | -83.71% | 84.15%-167.9pp | 66.67%-150.4pp | 551.85%-635.6pp |
| Employer contribution / active EE | $1,174 | $3,238-63.7% | $2,732-57.0% | $4,662-74.8% |
| Participant deferral / active EE | $1,581 | $5,296-70.1% | $4,525-65.1% | $6,690-76.4% |
| Admin fee / account holder | $410 | $7,262-94.4% | $6,162-93.4% | $13,392-96.9% |