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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 | $5,907 | $75,959-92.2% | $154,114-96.2% | $64,181-90.8% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -9.47% | 30.32%-39.8pp | 735.16%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $694 | $3,350-79.3% | $5,298-86.9% | $2,381-70.9% |
| Participant deferral / active EE | $1,552 | $3,175-51.1% | $5,081-69.5% | $3,470-55.3% |
| Admin fee / account holder | $405 | $5,589-92.8% | $13,411-97.0% | $4,887-91.7% |