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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 | $5,474 | $95,979-94.3% | $74,551-92.7% | $135,380-96.0% |
| Participation rate | 78.9% | 75.7%+3.3pp | 69.1%+9.8pp | 82.6%-3.7pp |
| Annual return | -10.89% | 56.97%-67.9pp | 32.53%-43.4pp | 519.81%-530.7pp |
| Employer contribution / active EE | $804 | $2,716-70.4% | $1,961-59.0% | $4,779-83.2% |
| Participant deferral / active EE | $2,056 | $3,844-46.5% | $3,108-33.9% | $5,609-63.3% |
| Admin fee / account holder | $391 | $6,522-94.0% | $5,059-92.3% | $10,828-96.4% |