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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 | $3,090 | $162,812-98.1% | $133,971-97.7% | $158,966-98.1% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | -6.42% | 41.94%-48.4pp | 45.09%-51.5pp | 302.95%-309.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,837 | $5,910-68.9% | $5,047-63.6% | $5,983-69.3% |
| Admin fee / account holder | $3,161 | $11,741-73.1% | $8,929-64.6% | $11,250-71.9% |