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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 | $4,596 | $77,814-94.1% | $158,223-97.1% | $86,983-94.7% |
| Participation rate | 75.0% | 68.4%+6.6pp | 79.2%-4.2pp | 69.5%+5.5pp |
| Annual return | -73.80% | 30.54%-104.3pp | 52.09%-125.9pp | 25.83%-99.6pp |
| Employer contribution / active EE | $1,285 | $2,592-50.4% | $4,109-68.7% | $2,584-50.3% |
| Participant deferral / active EE | $1,611 | $3,270-50.7% | $5,467-70.5% | $4,194-61.6% |
| Admin fee / account holder | $337 | $5,879-94.3% | $16,047-97.9% | $7,856-95.7% |