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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 | $4,269 | $93,098-95.4% | $77,081-94.5% | $134,509-96.8% |
| Participation rate | 76.2% | 74.5%+1.7pp | 67.9%+8.3pp | 81.2%-5.0pp |
| Annual return | -29.21% | 62.63%-91.8pp | 42.33%-71.5pp | 418.13%-447.3pp |
| Employer contribution / active EE | $731 | $3,419-78.6% | $2,813-74.0% | $4,741-84.6% |
| Participant deferral / active EE | $2,106 | $5,239-59.8% | $4,428-52.4% | $6,400-67.1% |
| Admin fee / account holder | $608 | $6,945-91.3% | $5,427-88.8% | $11,427-94.7% |