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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 | $5,276 | $82,314-93.6% | $68,808-92.3% | $134,532-96.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -22.23% | -2.18%-20.1pp | -6.37%-15.9pp | 418.27%-440.5pp |
| Employer contribution / active EE | $1,229 | $3,301-62.8% | $2,656-53.7% | $4,741-74.1% |
| Participant deferral / active EE | $2,403 | $4,740-49.3% | $3,942-39.0% | $6,401-62.5% |
| Admin fee / account holder | $967 | $6,484-85.1% | $4,936-80.4% | $11,429-91.5% |