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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 | $393 | $86,940-99.5% | $102,434-99.6% | $80,935-99.5% |
| Participation rate | 76.2% | 72.4%+3.8pp | 76.5%-0.3pp | 67.7%+8.5pp |
| Annual return | -97.61% | 18.89%-116.5pp | 29.46%-127.1pp | 35.66%-133.3pp |
| Employer contribution / active EE | $2,438 | $2,370+2.9% | $3,023-19.4% | $2,757-11.6% |
| Participant deferral / active EE | $3,111 | $4,121-24.5% | $5,055-38.4% | $4,299-27.6% |
| Admin fee / account holder | $9,418 | $8,047+17.0% | $9,462-0.5% | $6,924+36.0% |