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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 | $1,719 | $87,544-98.0% | $75,784-97.7% | $125,388-98.6% |
| Participation rate | 94.1% | 80.2%+13.9pp | 75.8%+18.3pp | 83.2%+10.9pp |
| Annual return | -9.62% | 13.49%-23.1pp | 9.68%-19.3pp | 282.24%-291.9pp |
| Employer contribution / active EE | $4,827 | $3,930+22.8% | $3,323+45.2% | $4,866-0.8% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,618 | $6,502-59.7% | $5,300-50.6% | $9,541-72.6% |