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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 | $5,562 | $96,678-94.2% | $86,640-93.6% | $139,466-96.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 5.27% | 106.69%-101.4pp | 592.52%-587.2pp | 373.66%-368.4pp |
| Employer contribution / active EE | $818 | $3,265-74.9% | $3,024-72.9% | $4,754-82.8% |
| Participant deferral / active EE | $3,131 | $4,837-35.3% | $4,438-29.4% | $6,712-53.3% |
| Admin fee / account holder | $27,903 | $6,410+335.3% | $5,616+396.9% | $11,409+144.6% |