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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 | $133,998-98.1% | $112,263-97.7% | $134,545-98.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -21.97% | 47.17%-69.1pp | 27.49%-49.5pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,437 | $4,040-64.4% | $3,636-60.5% | $4,742-69.7% |
| Participant deferral / active EE | $2,343 | $5,292-55.7% | $4,729-50.5% | $6,401-63.4% |
| Admin fee / account holder | $1,641 | $7,493-78.1% | $6,410-74.4% | $11,431-85.6% |