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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 | $3,329 | $133,981-97.5% | $112,249-97.0% | $134,532-97.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -44.73% | 47.16%-91.9pp | 27.48%-72.2pp | 418.27%-463.0pp |
| Employer contribution / active EE | $1,935 | $4,040-52.1% | $3,636-46.8% | $4,741-59.2% |
| Participant deferral / active EE | $2,713 | $5,292-48.7% | $4,729-42.6% | $6,401-57.6% |
| Admin fee / account holder | $419 | $7,492-94.4% | $6,412-93.5% | $11,429-96.3% |