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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 | $11,084 | $75,959-85.4% | $154,114-92.8% | $64,181-82.7% |
| Participation rate | 71.2% | 70.4%+0.8pp | 83.0%-11.8pp | 69.6%+1.6pp |
| Annual return | -11.47% | 30.32%-41.8pp | 735.16%-746.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,003 | $3,350-70.1% | $5,298-81.1% | $2,381-57.9% |
| Participant deferral / active EE | $2,803 | $3,175-11.7% | $5,081-44.8% | $3,470-19.2% |
| Admin fee / account holder | $386 | $5,589-93.1% | $13,411-97.1% | $4,887-92.1% |