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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 | $3,069 | $64,324-95.2% | $118,946-97.4% | $79,852-96.2% |
| Participation rate | 96.0% | 64.9%+31.1pp | 75.4%+20.6pp | 69.6%+26.4pp |
| Annual return | -0.50% | 86.45%-86.9pp | 35.89%-36.4pp | 31.72%-32.2pp |
| Employer contribution / active EE | $561 | $1,836-69.4% | $3,263-82.8% | $2,471-77.3% |
| Participant deferral / active EE | $2,129 | $2,824-24.6% | $4,266-50.1% | $3,740-43.1% |
| Admin fee / account holder | $748 | $4,040-81.5% | $6,581-88.6% | $5,306-85.9% |