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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 | $100,073-96.0% | $85,126-95.3% | $145,877-97.2% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | -83.71% | 84.11%-167.8pp | 66.63%-150.3pp | 551.28%-635.0pp |
| Employer contribution / active EE | $1,174 | $3,236-63.7% | $2,731-57.0% | $4,663-74.8% |
| Participant deferral / active EE | $1,581 | $5,294-70.1% | $4,523-65.1% | $6,691-76.4% |
| Admin fee / account holder | $410 | $7,261-94.4% | $6,160-93.3% | $13,402-96.9% |