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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 | $3,706 | $54,357-93.2% | $82,706-95.5% | $68,495-94.6% |
| Participation rate | 75.8% | 63.9%+11.8pp | 72.6%+3.2pp | 67.9%+7.9pp |
| Annual return | -39.54% | -13.67%-25.9pp | 701.76%-741.3pp | -7.84%-31.7pp |
| Employer contribution / active EE | $621 | $2,218-72.0% | $3,007-79.4% | $2,596-76.1% |
| Participant deferral / active EE | $1,726 | $3,246-46.8% | $4,394-60.7% | $4,028-57.1% |
| Admin fee / account holder | $623 | $4,396-85.8% | $5,329-88.3% | $5,403-88.5% |