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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 | $92,684-93.5% | $82,706-92.7% | $134,509-95.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -22.32% | 945.84%-968.2pp | 701.76%-724.1pp | 418.13%-440.5pp |
| Employer contribution / active EE | $1,741 | $3,272-46.8% | $3,007-42.1% | $4,741-63.3% |
| Participant deferral / active EE | $3,022 | $4,800-37.0% | $4,394-31.2% | $6,400-52.8% |
| Admin fee / account holder | $508 | $5,982-91.5% | $5,329-90.5% | $11,427-95.6% |