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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 | $5,655 | $90,320-93.7% | $59,496-90.5% | $125,389-95.5% |
| Participation rate | 75.0% | 68.3%+6.7pp | 54.6%+20.4pp | 83.2%-8.2pp |
| Annual return | -13.43% | 369.13%-382.6pp | 182.05%-195.5pp | 282.24%-295.7pp |
| Employer contribution / active EE | $51 | $1,792-97.1% | $1,153-95.6% | $4,866-98.9% |
| Participant deferral / active EE | $513 | $2,716-81.1% | $1,829-72.0% | $5,352-90.4% |
| Admin fee / account holder | $1,363 | $3,063-55.5% | $2,232-39.0% | $9,541-85.7% |