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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 | $6,707 | $95,979-93.0% | $74,551-91.0% | $135,380-95.0% |
| Participation rate | 85.0% | 75.7%+9.3pp | 69.1%+15.9pp | 82.6%+2.4pp |
| Annual return | -12.58% | 56.97%-69.5pp | 32.53%-45.1pp | 519.81%-532.4pp |
| Employer contribution / active EE | $882 | $2,716-67.5% | $1,961-55.0% | $4,779-81.5% |
| Participant deferral / active EE | $2,108 | $3,844-45.2% | $3,108-32.2% | $5,609-62.4% |
| Admin fee / account holder | $344 | $6,522-94.7% | $5,059-93.2% | $10,828-96.8% |