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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 | $2,832 | $211,946-98.7% | $169,452-98.3% | $135,379-97.9% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -345.12% | 3.26%-348.4pp | 1.83%-347.0pp | 519.79%-864.9pp |
| Employer contribution / active EE | $2,917 | $5,117-43.0% | $4,157-29.8% | $4,779-39.0% |
| Participant deferral / active EE | $1,104 | $6,075-81.8% | $5,277-79.1% | $5,609-80.3% |
| Admin fee / account holder | $570 | $11,472-95.0% | $9,110-93.7% | $10,828-94.7% |