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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 | $6,975 | $133,981-94.8% | $112,249-93.8% | $134,532-94.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.60% | 47.16%-69.8pp | 27.48%-50.1pp | 418.27%-440.9pp |
| Employer contribution / active EE | $955 | $4,040-76.4% | $3,636-73.7% | $4,741-79.9% |
| Participant deferral / active EE | $2,149 | $5,292-59.4% | $4,729-54.6% | $6,401-66.4% |
| Admin fee / account holder | $645 | $7,492-91.4% | $6,412-89.9% | $11,429-94.4% |