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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 | $3,671 | $77,817-95.3% | $123,553-97.0% | $64,173-94.3% |
| Participation rate | 73.1% | 74.7%-1.6pp | 82.3%-9.2pp | 69.6%+3.5pp |
| Annual return | -712.79% | 12.49%-725.3pp | 119.21%-832.0pp | 7.63%-720.4pp |
| Employer contribution / active EE | $585 | $3,014-80.6% | $4,628-87.4% | $2,381-75.4% |
| Participant deferral / active EE | $3,819 | $5,240-27.1% | $6,426-40.6% | $3,470+10.1% |
| Admin fee / account holder | $1,202 | $5,519-78.2% | $9,284-87.1% | $4,887-75.4% |