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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 | $5,987 | $58,275-89.7% | $81,844-92.7% | $80,935-92.6% |
| Participation rate | 71.4% | 63.5%+8.0pp | 72.4%-1.0pp | 67.7%+3.8pp |
| Annual return | 8.53% | 41.82%-33.3pp | 778.87%-770.3pp | 35.66%-27.1pp |
| Employer contribution / active EE | $917 | $2,346-60.9% | $2,916-68.5% | $2,757-66.7% |
| Participant deferral / active EE | $1,759 | $3,285-46.4% | $4,323-59.3% | $4,299-59.1% |
| Admin fee / account holder | $1,665 | $4,749-64.9% | $7,355-77.4% | $6,924-75.9% |