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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 | $4,269 | $93,117-95.4% | $77,096-94.5% | $134,532-96.8% |
| Participation rate | 76.2% | 74.5%+1.7pp | 67.9%+8.3pp | 81.2%-5.0pp |
| Annual return | -29.21% | 62.67%-91.9pp | 42.35%-71.6pp | 418.27%-447.5pp |
| Employer contribution / active EE | $731 | $3,420-78.6% | $2,814-74.0% | $4,741-84.6% |
| Participant deferral / active EE | $2,106 | $5,241-59.8% | $4,429-52.4% | $6,401-67.1% |
| Admin fee / account holder | $608 | $6,948-91.3% | $5,428-88.8% | $11,429-94.7% |