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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 | $123,155-97.4% | $108,753-97.1% | $155,188-98.0% |
| Participation rate | 91.7% | 75.6%+16.0pp | 71.1%+20.6pp | 80.8%+10.9pp |
| Annual return | -32.91% | 44.73%-77.6pp | 37.47%-70.4pp | 148.84%-181.7pp |
| Employer contribution / active EE | $558 | $2,811-80.1% | $2,427-77.0% | $4,248-86.9% |
| Participant deferral / active EE | $2,281 | $4,623-50.7% | $4,115-44.6% | $6,531-65.1% |
| Admin fee / account holder | $1,225 | $12,126-89.9% | $10,320-88.1% | $14,480-91.5% |