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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 | $4,285 | $49,177-91.3% | $79,476-94.6% | $64,181-93.3% |
| Participation rate | 83.1% | 65.0%+18.0pp | 73.3%+9.7pp | 69.6%+13.5pp |
| Annual return | -8.89% | -1.16%-7.7pp | 718.21%-727.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $369 | $2,076-82.2% | $2,800-86.8% | $2,381-84.5% |
| Participant deferral / active EE | $1,545 | $2,821-45.2% | $3,704-58.3% | $3,470-55.5% |
| Admin fee / account holder | $450 | $3,839-88.3% | $5,113-91.2% | $4,887-90.8% |