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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 | $7,396 | $75,962-90.3% | $154,108-95.2% | $64,173-88.5% |
| Participation rate | 79.6% | 70.4%+9.2pp | 83.0%-3.4pp | 69.6%+10.1pp |
| Annual return | -9.77% | 30.32%-40.1pp | 735.21%-745.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,295 | $3,350-61.3% | $5,298-75.6% | $2,381-45.6% |
| Participant deferral / active EE | $2,383 | $3,175-24.9% | $5,081-53.1% | $3,470-31.3% |
| Admin fee / account holder | $1,788 | $5,589-68.0% | $13,411-86.7% | $4,887-63.4% |