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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 | $1,652 | $162,821-99.0% | $133,978-98.8% | $158,982-99.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -32.62% | 41.95%-74.6pp | 45.10%-77.7pp | 302.99%-335.6pp |
| Employer contribution / active EE | $1,299 | $4,976-73.9% | $3,919-66.9% | $4,763-72.7% |
| Participant deferral / active EE | $3,148 | $5,910-46.7% | $5,047-37.6% | $5,983-47.4% |
| Admin fee / account holder | $3,259 | $11,742-72.2% | $8,930-63.5% | $11,252-71.0% |