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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 | $3,385 | $43,730-92.3% | $121,220-97.2% | $64,173-94.7% |
| Participation rate | 76.0% | 58.3%+17.7pp | 71.8%+4.2pp | 69.6%+6.4pp |
| Annual return | -13.11% | 68.94%-82.1pp | 16.94%-30.0pp | 7.63%-20.7pp |
| Employer contribution / active EE | $632 | $1,297-51.2% | $4,023-84.3% | $2,381-73.4% |
| Participant deferral / active EE | $1,695 | $2,281-25.7% | $3,345-49.3% | $3,470-51.1% |
| Admin fee / account holder | $849 | $3,502-75.8% | $5,021-83.1% | $4,887-82.6% |