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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 | $3,294 | $111,878-97.1% | $93,727-96.5% | $145,897-97.7% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | -6.30% | 204.28%-210.6pp | 133.83%-140.1pp | 552.29%-558.6pp |
| Employer contribution / active EE | $1,077 | $3,092-65.2% | $2,421-55.5% | $4,663-76.9% |
| Participant deferral / active EE | $3,221 | $4,920-34.5% | $4,417-27.1% | $6,689-51.8% |
| Admin fee / account holder | $4,576 | $10,256-55.4% | $8,292-44.8% | $13,390-65.8% |