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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 | $3,228 | $100,792-96.8% | $86,691-96.3% | $134,509-97.6% |
| Participation rate | 88.9% | 78.9%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -20.70% | 29.08%-49.8pp | 35.94%-56.6pp | 418.13%-438.8pp |
| Employer contribution / active EE | $831 | $3,491-76.2% | $2,837-70.7% | $4,741-82.5% |
| Participant deferral / active EE | $2,316 | $5,339-56.6% | $4,656-50.3% | $6,400-63.8% |
| Admin fee / account holder | $3,551 | $10,924-67.5% | $7,492-52.6% | $11,427-68.9% |