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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 | $5,878 | $93,117-93.7% | $77,096-92.4% | $134,532-95.6% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -25.87% | 62.67%-88.5pp | 42.35%-68.2pp | 418.27%-444.1pp |
| Employer contribution / active EE | $1,236 | $3,420-63.9% | $2,814-56.1% | $4,741-73.9% |
| Participant deferral / active EE | $6,316 | $5,241+20.5% | $4,429+42.6% | $6,401-1.3% |
| Admin fee / account holder | $442 | $6,948-93.6% | $5,428-91.9% | $11,429-96.1% |