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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 | $4,669 | $167,362-97.2% | $143,799-96.8% | $134,532-96.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -56.43% | 0.47%-56.9pp | -0.04%-56.4pp | 418.27%-474.7pp |
| Employer contribution / active EE | $1,396 | $5,620-75.2% | $4,952-71.8% | $4,741-70.6% |
| Participant deferral / active EE | $4,255 | $6,447-34.0% | $5,638-24.5% | $6,401-33.5% |
| Admin fee / account holder | $1,744 | $18,094-90.4% | $14,677-88.1% | $11,429-84.7% |