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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 | $790 | $152,542-99.5% | $117,498-99.3% | $134,509-99.4% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -84.84% | 53.02%-137.9pp | 29.75%-114.6pp | 418.13%-503.0pp |
| Employer contribution / active EE | $221 | $5,574-96.0% | $4,178-94.7% | $4,741-95.3% |
| Participant deferral / active EE | $450 | $4,819-90.7% | $4,071-89.0% | $6,400-93.0% |
| Admin fee / account holder | $1,127 | $7,006-83.9% | $5,646-80.0% | $11,427-90.1% |