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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 | $3,578 | $111,830-96.8% | $93,696-96.2% | $145,884-97.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | -3.49% | 204.08%-207.6pp | 133.74%-137.2pp | 551.85%-555.3pp |
| Employer contribution / active EE | $968 | $3,093-68.7% | $2,422-60.0% | $4,662-79.2% |
| Participant deferral / active EE | $1,424 | $4,920-71.1% | $4,417-67.8% | $6,690-78.7% |
| Admin fee / account holder | $1,084 | $10,249-89.4% | $8,287-86.9% | $13,392-91.9% |