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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 | $12,348 | $190,879-93.5% | $160,009-92.3% | $134,532-90.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -24.55% | 552.63%-577.2pp | 408.85%-433.4pp | 418.27%-442.8pp |
| Employer contribution / active EE | $654 | $4,995-86.9% | $4,225-84.5% | $4,741-86.2% |
| Participant deferral / active EE | $2,288 | $6,924-67.0% | $6,183-63.0% | $6,401-64.3% |
| Admin fee / account holder | $505 | $10,495-95.2% | $8,715-94.2% | $11,429-95.6% |