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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 | $4,186 | $100,203-95.8% | $85,240-95.1% | $145,897-97.1% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | -3.90% | 84.28%-88.2pp | 66.75%-70.7pp | 552.29%-556.2pp |
| Employer contribution / active EE | $825 | $3,242-74.6% | $2,735-69.9% | $4,663-82.3% |
| Participant deferral / active EE | $1,190 | $5,299-77.5% | $4,527-73.7% | $6,689-82.2% |
| Admin fee / account holder | $377 | $7,265-94.8% | $6,165-93.9% | $13,390-97.2% |