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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 | $6,027 | $75,962-92.1% | $154,108-96.1% | $64,173-90.6% |
| Participation rate | 92.5% | 70.4%+22.0pp | 83.0%+9.4pp | 69.6%+22.9pp |
| Annual return | -14.06% | 30.32%-44.4pp | 735.21%-749.3pp | 7.63%-21.7pp |
| Employer contribution / active EE | $680 | $3,350-79.7% | $5,298-87.2% | $2,381-71.4% |
| Participant deferral / active EE | $1,602 | $3,175-49.5% | $5,081-68.5% | $3,470-53.8% |
| Admin fee / account holder | $439 | $5,589-92.1% | $13,411-96.7% | $4,887-91.0% |