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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 | $6,007 | $92,743-93.5% | $82,744-92.7% | $134,532-95.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -22.32% | 946.63%-968.9pp | 702.22%-724.5pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,741 | $3,273-46.8% | $3,008-42.1% | $4,741-63.3% |
| Participant deferral / active EE | $3,022 | $4,802-37.1% | $4,395-31.2% | $6,401-52.8% |
| Admin fee / account holder | $508 | $5,977-91.5% | $5,325-90.5% | $11,429-95.6% |