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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 | $1,078 | $84,628-98.7% | $61,501-98.2% | $134,545-99.2% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -22.18% | 585.61%-607.8pp | 339.04%-361.2pp | 418.37%-440.6pp |
| Employer contribution / active EE | $944 | $1,545-38.9% | $1,160-18.6% | $4,742-80.1% |
| Participant deferral / active EE | $1,180 | $2,819-58.1% | $2,125-44.5% | $6,401-81.6% |
| Admin fee / account holder | $1,116 | $2,587-56.9% | $2,132-47.7% | $11,431-90.2% |