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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 | $11,881 | $85,766-86.1% | $136,298-91.3% | $70,126-83.1% |
| Participation rate | 98.0% | 74.2%+23.8pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | -5.85% | 31.46%-37.3pp | 5156.27%-5162.1pp | 73.15%-79.0pp |
| Employer contribution / active EE | $3,659 | $2,966+23.4% | $4,696-22.1% | $2,343+56.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $545 | $5,421-90.0% | $9,244-94.1% | $4,645-88.3% |