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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 | $2,835 | $106,551-97.3% | $91,225-96.9% | $134,532-97.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -24.74% | 160.78%-185.5pp | 114.12%-138.9pp | 418.27%-443.0pp |
| Employer contribution / active EE | $1,050 | $3,331-68.5% | $2,851-63.2% | $4,741-77.9% |
| Participant deferral / active EE | $1,050 | $4,718-77.8% | $4,233-75.2% | $6,401-83.6% |
| Admin fee / account holder | $363 | $6,234-94.2% | $5,422-93.3% | $11,429-96.8% |