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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 | $6,506 | $152,591-95.7% | $117,529-94.5% | $134,545-95.2% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -26.70% | 53.04%-79.7pp | 29.77%-56.5pp | 418.37%-445.1pp |
| Employer contribution / active EE | $332 | $5,576-94.1% | $4,179-92.1% | $4,742-93.0% |
| Participant deferral / active EE | $3,825 | $4,821-20.7% | $4,072-6.1% | $6,401-40.2% |
| Admin fee / account holder | $584 | $7,004-91.7% | $5,645-89.6% | $11,431-94.9% |