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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 | $10,570 | $75,832-86.1% | $147,617-92.8% | $59,633-82.3% |
| Participation rate | 82.6% | 71.6%+11.0pp | 84.6%-2.0pp | 68.7%+13.9pp |
| Annual return | -5.97% | 0.37%-6.3pp | 61.98%-68.0pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,830 | $3,131-41.5% | $4,895-62.6% | $3,192-42.7% |
| Admin fee / account holder | $402 | $5,986-93.3% | $11,612-96.5% | $4,297-90.7% |