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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 | $4,506 | $95,915-95.3% | $79,580-94.3% | $134,532-96.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.32% | -2.71%-20.6pp | 0.15%-23.5pp | 418.27%-441.6pp |
| Employer contribution / active EE | $1,576 | $3,129-49.6% | $2,413-34.7% | $4,741-66.8% |
| Participant deferral / active EE | $2,051 | $4,693-56.3% | $3,985-48.5% | $6,401-68.0% |
| Admin fee / account holder | $313 | $9,132-96.6% | $6,835-95.4% | $11,429-97.3% |