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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 | $5,161 | $92,684-94.4% | $82,706-93.8% | $134,509-96.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -55.00% | 945.84%-1000.8pp | 701.76%-756.8pp | 418.13%-473.1pp |
| Employer contribution / active EE | $1,457 | $3,272-55.5% | $3,007-51.6% | $4,741-69.3% |
| Participant deferral / active EE | $4,245 | $4,800-11.6% | $4,394-3.4% | $6,400-33.7% |
| Admin fee / account holder | $571 | $5,982-90.5% | $5,329-89.3% | $11,427-95.0% |