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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 | $5,328 | $56,197-90.5% | $67,652-92.1% | $59,633-91.1% |
| Participation rate | 70.9% | 71.5%-0.5pp | 75.7%-4.7pp | 68.7%+2.3pp |
| Annual return | -10.74% | 18508.10%-18518.8pp | 6625.40%-6636.1pp | 2041.45%-2052.2pp |
| Employer contribution / active EE | $558 | $1,615-65.5% | $2,266-75.4% | $2,203-74.7% |
| Participant deferral / active EE | $1,502 | $2,844-47.2% | $3,560-57.8% | $3,192-53.0% |
| Admin fee / account holder | $318 | $3,958-92.0% | $4,821-93.4% | $4,297-92.6% |