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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 | $6,076 | $75,832-92.0% | $147,617-95.9% | $59,633-89.8% |
| Participation rate | 70.0% | 71.6%-1.6pp | 84.6%-14.6pp | 68.7%+1.3pp |
| Annual return | -3.00% | 0.37%-3.4pp | 61.98%-65.0pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $724 | $3,485-79.2% | $5,564-87.0% | $2,203-67.1% |
| Participant deferral / active EE | $1,281 | $3,131-59.1% | $4,895-73.8% | $3,192-59.9% |
| Admin fee / account holder | $2,530 | $5,986-57.7% | $11,612-78.2% | $4,297-41.1% |