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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 | $2,574 | $133,983-98.1% | $112,244-97.7% | $134,493-98.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -21.97% | 47.13%-69.1pp | 27.46%-49.4pp | 418.01%-440.0pp |
| Employer contribution / active EE | $1,437 | $4,039-64.4% | $3,635-60.5% | $4,740-69.7% |
| Participant deferral / active EE | $2,343 | $5,291-55.7% | $4,728-50.5% | $6,400-63.4% |
| Admin fee / account holder | $1,641 | $7,490-78.1% | $6,411-74.4% | $11,425-85.6% |