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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 | $8,066 | $82,678-90.2% | $125,391-93.6% | $68,490-88.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.62% | -5.97%-15.7pp | 572.41%-594.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,836 | $3,382-45.7% | $4,816-61.9% | $2,597-29.3% |
| Participant deferral / active EE | $3,435 | $6,111-43.8% | $7,448-53.9% | $4,028-14.7% |
| Admin fee / account holder | $981 | $6,277-84.4% | $10,009-90.2% | $5,403-81.8% |