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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 | $5,912 | $152,542-96.1% | $117,498-95.0% | $134,509-95.6% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -21.57% | 53.02%-74.6pp | 29.75%-51.3pp | 418.13%-439.7pp |
| Employer contribution / active EE | $955 | $5,574-82.9% | $4,178-77.2% | $4,741-79.9% |
| Participant deferral / active EE | $3,981 | $4,819-17.4% | $4,071-2.2% | $6,400-37.8% |
| Admin fee / account holder | $322 | $7,006-95.4% | $5,646-94.3% | $11,427-97.2% |