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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 | $4,402 | $92,743-95.3% | $82,744-94.7% | $134,532-96.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -32.25% | 946.63%-978.9pp | 702.22%-734.5pp | 418.27%-450.5pp |
| Employer contribution / active EE | $1,294 | $3,273-60.5% | $3,008-57.0% | $4,741-72.7% |
| Participant deferral / active EE | $1,294 | $4,802-73.0% | $4,395-70.6% | $6,401-79.8% |
| Admin fee / account holder | $463 | $5,977-92.3% | $5,325-91.3% | $11,429-95.9% |