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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 | $6,181 | $95,975-93.6% | $74,549-91.7% | $135,379-95.4% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -13.01% | 56.96%-70.0pp | 32.53%-45.5pp | 519.79%-532.8pp |
| Employer contribution / active EE | $1,008 | $2,716-62.9% | $1,961-48.6% | $4,779-78.9% |
| Participant deferral / active EE | $2,472 | $3,844-35.7% | $3,108-20.5% | $5,609-55.9% |
| Admin fee / account holder | $441 | $6,522-93.2% | $5,059-91.3% | $10,828-95.9% |