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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 | $6,714 | $88,585-92.4% | $69,884-90.4% | $134,532-95.0% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -21.50% | 442.80%-464.3pp | 190.81%-212.3pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,345 | $3,235-58.4% | $2,560-47.5% | $4,741-71.6% |
| Participant deferral / active EE | $1,421 | $4,770-70.2% | $3,848-63.1% | $6,401-77.8% |
| Admin fee / account holder | $1,176 | $10,441-88.7% | $6,266-81.2% | $11,429-89.7% |