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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 | $3,283 | $190,879-98.3% | $160,009-97.9% | $134,532-97.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -22.67% | 552.63%-575.3pp | 408.85%-431.5pp | 418.27%-440.9pp |
| Employer contribution / active EE | $923 | $4,995-81.5% | $4,225-78.1% | $4,741-80.5% |
| Participant deferral / active EE | $1,453 | $6,924-79.0% | $6,183-76.5% | $6,401-77.3% |
| Admin fee / account holder | $713 | $10,495-93.2% | $8,715-91.8% | $11,429-93.8% |