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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 | $6,088 | $93,098-93.5% | $77,081-92.1% | $134,509-95.5% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+24.9pp | 81.2%+11.6pp |
| Annual return | -22.41% | 62.63%-85.0pp | 42.33%-64.7pp | 418.13%-440.5pp |
| Employer contribution / active EE | $2,242 | $3,419-34.4% | $2,813-20.3% | $4,741-52.7% |
| Participant deferral / active EE | $4,157 | $5,239-20.7% | $4,428-6.1% | $6,400-35.1% |
| Admin fee / account holder | $397 | $6,945-94.3% | $5,427-92.7% | $11,427-96.5% |