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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 | $6,744 | $107,363-93.7% | $92,909-92.7% | $152,897-95.6% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.0%+19.6pp | 82.5%+13.2pp |
| Annual return | -84.88% | 145.63%-230.5pp | 109.44%-194.3pp | 345.43%-430.3pp |
| Employer contribution / active EE | $4,061 | $4,222-3.8% | $3,653+11.2% | $4,764-14.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $915 | $7,082-87.1% | $5,795-84.2% | $11,599-92.1% |