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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 | $5,255 | $101,063-94.8% | $81,473-93.6% | $147,586-96.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | -86.00% | 32.41%-118.4pp | 38.78%-124.8pp | 578.59%-664.6pp |
| Employer contribution / active EE | $944 | $3,206-70.5% | $2,568-63.2% | $4,876-80.6% |
| Participant deferral / active EE | $1,157 | $4,242-72.7% | $3,537-67.3% | $5,439-78.7% |
| Admin fee / account holder | $603 | $5,812-89.6% | $4,561-86.8% | $10,886-94.5% |