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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 | $6,296 | $75,935-91.7% | $60,547-89.6% | $125,389-95.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 68.0%+22.9pp | 83.2%+7.7pp |
| Annual return | -8.60% | -5.38%-3.2pp | 335.64%-344.2pp | 282.24%-290.8pp |
| Employer contribution / active EE | $1,494 | $3,438-56.5% | $2,419-38.2% | $4,866-69.3% |
| Participant deferral / active EE | $1,674 | $4,506-62.9% | $3,328-49.7% | $5,352-68.7% |
| Admin fee / account holder | $421 | $6,768-93.8% | $4,536-90.7% | $9,541-95.6% |