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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 | $3,789 | $115,810-96.7% | $101,271-96.3% | $158,966-97.6% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | -2.91% | 56.15%-59.1pp | 46.48%-49.4pp | 302.95%-305.9pp |
| Employer contribution / active EE | $2,078 | $4,175-50.2% | $3,660-43.2% | $4,762-56.4% |
| Participant deferral / active EE | $1,709 | $4,958-65.5% | $4,371-60.9% | $5,983-71.4% |
| Admin fee / account holder | $1,183 | $7,248-83.7% | $5,948-80.1% | $11,250-89.5% |