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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 | $5,576 | $133,998-95.8% | $112,263-95.0% | $134,545-95.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -28.31% | 47.17%-75.5pp | 27.49%-55.8pp | 418.37%-446.7pp |
| Employer contribution / active EE | $1,729 | $4,040-57.2% | $3,636-52.4% | $4,742-63.5% |
| Participant deferral / active EE | $2,436 | $5,292-54.0% | $4,729-48.5% | $6,401-62.0% |
| Admin fee / account holder | $498 | $7,493-93.3% | $6,410-92.2% | $11,431-95.6% |