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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 | $6,728 | $123,859-94.6% | $69,632-90.3% | $145,897-95.4% |
| Participation rate | 71.4% | 69.2%+2.2pp | 66.4%+5.0pp | 80.3%-8.9pp |
| Annual return | -60.88% | 192.49%-253.4pp | 101.32%-162.2pp | 552.29%-613.2pp |
| Employer contribution / active EE | $581 | $2,673-78.3% | $1,708-66.0% | $4,663-87.5% |
| Participant deferral / active EE | $755 | $4,242-82.2% | $2,889-73.9% | $6,689-88.7% |
| Admin fee / account holder | $719 | $7,817-90.8% | $4,695-84.7% | $13,390-94.6% |