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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 | $3,839 | $138,075-97.2% | $123,552-96.9% | $135,379-97.2% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -131.70% | 153.70%-285.4pp | 119.20%-250.9pp | 519.79%-651.5pp |
| Employer contribution / active EE | $993 | $5,152-80.7% | $4,628-78.6% | $4,779-79.2% |
| Participant deferral / active EE | $2,777 | $6,800-59.2% | $6,426-56.8% | $5,609-50.5% |
| Admin fee / account holder | $828 | $10,917-92.4% | $9,285-91.1% | $10,828-92.4% |