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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 | $5,517 | $67,352-91.8% | $60,899-90.9% | $134,509-95.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -21.06% | 49.99%-71.1pp | 16.92%-38.0pp | 418.13%-439.2pp |
| Employer contribution / active EE | $780 | $3,098-74.8% | $2,702-71.1% | $4,741-83.5% |
| Participant deferral / active EE | $2,596 | $4,539-42.8% | $3,817-32.0% | $6,400-59.4% |
| Admin fee / account holder | $439 | $4,585-90.4% | $3,225-86.4% | $11,427-96.2% |