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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 | $2,798 | $67,352-95.8% | $60,899-95.4% | $134,509-97.9% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -28.53% | 49.99%-78.5pp | 16.92%-45.4pp | 418.13%-446.7pp |
| Employer contribution / active EE | $527 | $3,098-83.0% | $2,702-80.5% | $4,741-88.9% |
| Participant deferral / active EE | $1,033 | $4,539-77.3% | $3,817-72.9% | $6,400-83.9% |
| Admin fee / account holder | $320 | $4,585-93.0% | $3,225-90.1% | $11,427-97.2% |