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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 | $3,566 | $95,915-96.3% | $79,580-95.5% | $134,532-97.3% |
| Participation rate | 78.9% | 75.0%+3.9pp | 69.5%+9.5pp | 81.2%-2.3pp |
| Annual return | -28.31% | -2.71%-25.6pp | 0.15%-28.5pp | 418.27%-446.6pp |
| Employer contribution / active EE | $1,192 | $3,129-61.9% | $2,413-50.6% | $4,741-74.9% |
| Participant deferral / active EE | $1,708 | $4,693-63.6% | $3,985-57.1% | $6,401-73.3% |
| Admin fee / account holder | $474 | $9,132-94.8% | $6,835-93.1% | $11,429-95.9% |