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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 | $3,032 | $149,040-98.0% | $120,225-97.5% | $137,256-97.8% |
| Participation rate | 94.7% | 75.4%+19.3pp | 69.6%+25.2pp | 80.0%+14.8pp |
| Annual return | -7.84% | 605.68%-613.5pp | 439.23%-447.1pp | 220.34%-228.2pp |
| Employer contribution / active EE | $410 | $4,350-90.6% | $3,475-88.2% | $4,156-90.1% |
| Participant deferral / active EE | $1,126 | $4,655-75.8% | $3,999-71.8% | $6,407-82.4% |
| Admin fee / account holder | $893 | $6,348-85.9% | $5,696-84.3% | $12,270-92.7% |