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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 | $2,198 | $106,549-97.9% | $91,225-97.6% | $134,509-98.4% |
| Participation rate | 81.3% | 76.8%+4.4pp | 73.2%+8.0pp | 81.2%0pp |
| Annual return | -175.96% | 160.73%-336.7pp | 114.10%-290.1pp | 418.13%-594.1pp |
| Employer contribution / active EE | $351 | $3,331-89.5% | $2,851-87.7% | $4,741-92.6% |
| Participant deferral / active EE | $1,891 | $4,719-59.9% | $4,234-55.3% | $6,400-70.5% |
| Admin fee / account holder | $450 | $6,234-92.8% | $5,422-91.7% | $11,427-96.1% |