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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 | $1,084 | $133,981-99.2% | $112,249-99.0% | $134,532-99.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.44% | 47.16%-70.6pp | 27.48%-50.9pp | 418.27%-441.7pp |
| Employer contribution / active EE | $884 | $4,040-78.1% | $3,636-75.7% | $4,741-81.4% |
| Participant deferral / active EE | $5,108 | $5,292-3.5% | $4,729+8.0% | $6,401-20.2% |
| Admin fee / account holder | $6,587 | $7,492-12.1% | $6,412+2.7% | $11,429-42.4% |