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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 | $12,516 | $45,566-72.5% | $64,105-80.5% | $59,632-79.0% |
| Participation rate | 82.0% | 60.2%+21.8pp | 68.2%+13.8pp | 68.7%+13.3pp |
| Annual return | -4.20% | 4.95%-9.2pp | 791.24%-795.4pp | 2041.32%-2045.5pp |
| Employer contribution / active EE | $187 | $934-80.0% | $1,820-89.7% | $2,203-91.5% |
| Participant deferral / active EE | $1,017 | $2,057-50.6% | $2,822-64.0% | $3,192-68.1% |
| Admin fee / account holder | $1,150 | $3,268-64.8% | $4,499-74.4% | $4,297-73.2% |