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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 | $6,578 | $115,814-94.3% | $101,275-93.5% | $158,982-95.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | -6.96% | 56.16%-63.1pp | 46.48%-53.4pp | 302.99%-310.0pp |
| Employer contribution / active EE | $1,413 | $4,176-66.2% | $3,660-61.4% | $4,763-70.3% |
| Participant deferral / active EE | $2,346 | $4,958-52.7% | $4,371-46.3% | $5,983-60.8% |
| Admin fee / account holder | $331 | $7,249-95.4% | $5,948-94.4% | $11,252-97.1% |