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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 | $3,590 | $133,998-97.3% | $112,263-96.8% | $134,545-97.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -53.47% | 47.17%-100.6pp | 27.49%-81.0pp | 418.37%-471.8pp |
| Employer contribution / active EE | $954 | $4,040-76.4% | $3,636-73.8% | $4,742-79.9% |
| Participant deferral / active EE | $1,669 | $5,292-68.5% | $4,729-64.7% | $6,401-73.9% |
| Admin fee / account holder | $645 | $7,493-91.4% | $6,410-89.9% | $11,431-94.4% |