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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 | $4,446 | $82,674-94.6% | $125,363-96.5% | $68,495-93.5% |
| Participation rate | 88.6% | 75.0%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -30.84% | -5.97%-24.9pp | 572.15%-603.0pp | -7.84%-23.0pp |
| Employer contribution / active EE | $1,192 | $3,382-64.8% | $4,815-75.2% | $2,596-54.1% |
| Participant deferral / active EE | $2,866 | $6,111-53.1% | $7,447-61.5% | $4,028-28.8% |
| Admin fee / account holder | $605 | $6,276-90.4% | $10,005-94.0% | $5,403-88.8% |