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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 | $3,179 | $115,225-97.2% | $100,712-96.8% | $138,895-97.7% |
| Participation rate | 91.7% | 74.3%+17.3pp | 69.3%+22.4pp | 79.9%+11.7pp |
| Annual return | -32.91% | 40.35%-73.3pp | 33.27%-66.2pp | 145.39%-178.3pp |
| Employer contribution / active EE | $558 | $2,771-79.8% | $2,313-75.9% | $4,194-86.7% |
| Participant deferral / active EE | $2,281 | $4,699-51.5% | $4,085-44.2% | $6,396-64.3% |
| Admin fee / account holder | $1,225 | $10,844-88.7% | $9,256-86.8% | $12,562-90.2% |