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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 | $3,044 | $95,895-96.8% | $79,576-96.2% | $134,509-97.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -28.50% | -2.72%-25.8pp | 0.15%-28.6pp | 418.13%-446.6pp |
| Employer contribution / active EE | $963 | $3,128-69.2% | $2,413-60.1% | $4,741-79.7% |
| Participant deferral / active EE | $1,770 | $4,693-62.3% | $3,985-55.6% | $6,400-72.3% |
| Admin fee / account holder | $886 | $9,129-90.3% | $6,834-87.0% | $11,427-92.2% |