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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 | $7,665 | $90,617-91.5% | $79,476-90.4% | $135,382-94.3% |
| Participation rate | 88.9% | 76.1%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -11.02% | 977.57%-988.6pp | 718.21%-729.2pp | 519.77%-530.8pp |
| Employer contribution / active EE | $1,313 | $3,068-57.2% | $2,800-53.1% | $4,779-72.5% |
| Participant deferral / active EE | $3,803 | $4,050-6.1% | $3,704+2.7% | $5,609-32.2% |
| Admin fee / account holder | $739 | $5,907-87.5% | $5,113-85.5% | $10,829-93.2% |