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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 | $7,065 | $77,817-90.9% | $123,553-94.3% | $64,173-89.0% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.6pp |
| Annual return | -12.50% | 12.49%-25.0pp | 119.21%-131.7pp | 7.63%-20.1pp |
| Employer contribution / active EE | $624 | $3,014-79.3% | $4,628-86.5% | $2,381-73.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $420 | $5,519-92.4% | $9,284-95.5% | $4,887-91.4% |