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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 | $3,032 | $162,529-98.1% | $130,788-97.7% | $154,746-98.0% |
| Participation rate | 94.7% | 75.9%+18.9pp | 70.1%+24.6pp | 80.7%+14.0pp |
| Annual return | -7.84% | 510.48%-518.3pp | 386.44%-394.3pp | 172.34%-180.2pp |
| Employer contribution / active EE | $410 | $4,447-90.8% | $3,558-88.5% | $4,379-90.6% |
| Participant deferral / active EE | $1,126 | $4,808-76.6% | $4,137-72.8% | $6,730-83.3% |
| Admin fee / account holder | $893 | $7,669-88.4% | $6,673-86.6% | $14,365-93.8% |