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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 | $2,158 | $67,352-96.8% | $60,899-96.5% | $134,509-98.4% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.1%+18.2pp | 81.2%+10.1pp |
| Annual return | -22.90% | 49.99%-72.9pp | 16.92%-39.8pp | 418.13%-441.0pp |
| Employer contribution / active EE | $918 | $3,098-70.4% | $2,702-66.0% | $4,741-80.6% |
| Participant deferral / active EE | $1,065 | $4,539-76.5% | $3,817-72.1% | $6,400-83.4% |
| Admin fee / account holder | $313 | $4,585-93.2% | $3,225-90.3% | $11,427-97.3% |