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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 | $4,171 | $138,075-97.0% | $123,552-96.6% | $135,379-96.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -32.53% | 153.70%-186.2pp | 119.20%-151.7pp | 519.79%-552.3pp |
| Employer contribution / active EE | $1,242 | $5,152-75.9% | $4,628-73.2% | $4,779-74.0% |
| Participant deferral / active EE | $2,885 | $6,800-57.6% | $6,426-55.1% | $5,609-48.6% |
| Admin fee / account holder | $757 | $10,917-93.1% | $9,285-91.8% | $10,828-93.0% |