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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 | $2,941 | $75,962-96.1% | $154,111-98.1% | $64,173-95.4% |
| Participation rate | 87.8% | 70.4%+17.4pp | 83.0%+4.8pp | 69.6%+18.2pp |
| Annual return | -24.53% | 30.32%-54.9pp | 735.18%-759.7pp | 7.63%-32.2pp |
| Employer contribution / active EE | $453 | $3,350-86.5% | $5,298-91.4% | $2,381-81.0% |
| Participant deferral / active EE | $1,376 | $3,175-56.6% | $5,081-72.9% | $3,470-60.3% |
| Admin fee / account holder | $1,356 | $5,589-75.7% | $13,411-89.9% | $4,887-72.3% |