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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 | $7,126 | $82,674-91.4% | $125,381-94.3% | $68,486-89.6% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -23.03% | -5.97%-17.1pp | 572.31%-595.3pp | -7.85%-15.2pp |
| Employer contribution / active EE | $998 | $3,382-70.5% | $4,815-79.3% | $2,597-61.6% |
| Participant deferral / active EE | $3,379 | $6,111-44.7% | $7,448-54.6% | $4,028-16.1% |
| Admin fee / account holder | $541 | $6,277-91.4% | $10,007-94.6% | $5,404-90.0% |