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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 | $6,239 | $95,975-93.5% | $74,549-91.6% | $135,379-95.4% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -10.10% | 56.96%-67.1pp | 32.53%-42.6pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,022 | $2,716-62.4% | $1,961-47.9% | $4,779-78.6% |
| Participant deferral / active EE | $1,186 | $3,844-69.2% | $3,108-61.9% | $5,609-78.9% |
| Admin fee / account holder | $543 | $6,522-91.7% | $5,059-89.3% | $10,828-95.0% |