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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 | $3,497 | $133,998-97.4% | $112,263-96.9% | $134,545-97.4% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -21.54% | 47.17%-68.7pp | 27.49%-49.0pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,772 | $4,040-56.1% | $3,636-51.3% | $4,742-62.6% |
| Participant deferral / active EE | $1,873 | $5,292-64.6% | $4,729-60.4% | $6,401-70.7% |
| Admin fee / account holder | $644 | $7,493-91.4% | $6,410-90.0% | $11,431-94.4% |