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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 | $3,038 | $97,761-96.9% | $83,850-96.4% | $135,382-97.8% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -15.95% | 1287.44%-1303.4pp | 850.92%-866.9pp | 519.77%-535.7pp |
| Employer contribution / active EE | $833 | $4,222-80.3% | $3,631-77.0% | $4,779-82.6% |
| Participant deferral / active EE | $1,942 | $4,682-58.5% | $4,082-52.4% | $5,609-65.4% |
| Admin fee / account holder | $568 | $6,674-91.5% | $5,478-89.6% | $10,829-94.8% |