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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 | $2,905 | $104,106-97.2% | $71,086-95.9% | $135,379-97.9% |
| Participation rate | 90.0% | 65.7%+24.3pp | 54.7%+35.3pp | 82.6%+7.4pp |
| Annual return | -30.31% | 1256.30%-1286.6pp | 650.59%-680.9pp | 519.79%-550.1pp |
| Employer contribution / active EE | $1,330 | $1,485-10.4% | $1,088+22.3% | $4,779-72.2% |
| Participant deferral / active EE | $1,444 | $2,527-42.8% | $1,874-22.9% | $5,609-74.3% |
| Admin fee / account holder | $303 | $4,142-92.7% | $3,082-90.2% | $10,828-97.2% |