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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 | $2,044 | $92,743-97.8% | $82,744-97.5% | $134,532-98.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -32.73% | 946.63%-979.4pp | 702.22%-734.9pp | 418.27%-451.0pp |
| Employer contribution / active EE | $1,128 | $3,273-65.5% | $3,008-62.5% | $4,741-76.2% |
| Participant deferral / active EE | $2,228 | $4,802-53.6% | $4,395-49.3% | $6,401-65.2% |
| Admin fee / account holder | $1,447 | $5,977-75.8% | $5,325-72.8% | $11,429-87.3% |