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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 | $6,555 | $93,117-93.0% | $77,096-91.5% | $134,532-95.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -29.44% | 62.67%-92.1pp | 42.35%-71.8pp | 418.27%-447.7pp |
| Employer contribution / active EE | $1,641 | $3,420-52.0% | $2,814-41.7% | $4,741-65.4% |
| Participant deferral / active EE | $3,643 | $5,241-30.5% | $4,429-17.8% | $6,401-43.1% |
| Admin fee / account holder | $1,056 | $6,948-84.8% | $5,428-80.5% | $11,429-90.8% |