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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 | $6,067 | $82,674-92.7% | $125,381-95.2% | $68,486-91.1% |
| Participation rate | 78.8% | 75.1%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -37.89% | -5.97%-31.9pp | 572.31%-610.2pp | -7.85%-30.0pp |
| Employer contribution / active EE | $1,843 | $3,382-45.5% | $4,815-61.7% | $2,597-29.0% |
| Participant deferral / active EE | $2,948 | $6,111-51.8% | $7,448-60.4% | $4,028-26.8% |
| Admin fee / account holder | $613 | $6,277-90.2% | $10,007-93.9% | $5,404-88.7% |