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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 | $1,335 | $152,597-99.1% | $117,533-98.9% | $134,532-99.0% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -22.97% | 53.04%-76.0pp | 29.77%-52.7pp | 418.27%-441.2pp |
| Employer contribution / active EE | $730 | $5,576-86.9% | $4,179-82.5% | $4,741-84.6% |
| Participant deferral / active EE | $936 | $4,821-80.6% | $4,072-77.0% | $6,401-85.4% |
| Admin fee / account holder | $726 | $7,007-89.6% | $5,647-87.1% | $11,429-93.6% |